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 | $95,400 | $140,592-32.1% | $123,105-22.5% | $125,389-23.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.09% | 16.80%-16.9pp | 13.22%-13.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $9,843 | $6,041+62.9% | $5,151+91.1% | $4,866+102.3% |
| Participant deferral / active EE | $7,535 | $6,980+7.9% | $6,229+21.0% | $5,352+40.8% |
| Admin fee / account holder | $51,203 | $11,198+357.3% | $9,014+468.0% | $9,541+436.7% |