Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,069 | $73,848+211.5% | $143,799+60.0% | $68,486+235.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -3.45% | 0.91%-4.4pp | -0.04%-3.4pp | -7.85%+4.4pp |
| Employer contribution / active EE | $8,924 | $3,184+180.2% | $4,952+80.2% | $2,597+243.7% |
| Participant deferral / active EE | $5,430 | $3,385+60.4% | $5,638-3.7% | $4,028+34.8% |
| Admin fee / account holder | $42,916 | $5,755+645.7% | $14,677+192.4% | $5,404+694.2% |