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 | $242,388 | $73,863+228.2% | $143,797+68.6% | $68,490+253.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.48% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $8,396 | $3,185+163.6% | $4,952+69.5% | $2,597+223.3% |
| Participant deferral / active EE | $6,621 | $3,385+95.6% | $5,638+17.4% | $4,028+64.4% |
| Admin fee / account holder | $5,828 | $5,756+1.2% | $14,679-60.3% | $5,403+7.9% |