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 | $127,137 | $73,863+72.1% | $143,797-11.6% | $68,490+85.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.19% | 0.91%-20.1pp | -0.04%-19.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $6,483 | $3,185+103.6% | $4,952+30.9% | $2,597+149.7% |
| Participant deferral / active EE | $6,704 | $3,385+98.1% | $5,638+18.9% | $4,028+66.5% |
| Admin fee / account holder | $2,785 | $5,756-51.6% | $14,679-81.0% | $5,403-48.4% |