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 | $125,410 | $110,083+13.9% | $151,639-17.3% | $68,486+83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.32% | -10.12%-1.2pp | 3.34%-14.7pp | -7.85%-3.5pp |
| Employer contribution / active EE | $9,962 | $4,470+122.9% | $6,165+61.6% | $2,597+283.7% |
| Participant deferral / active EE | $10,522 | $6,526+61.2% | $8,363+25.8% | $4,028+161.3% |
| Admin fee / account holder | $72,464 | $7,718+838.9% | $11,613+524.0% | $5,404+1241.0% |