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 | $127,494 | $77,817+63.8% | $123,553+3.2% | $64,173+98.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.89% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,155 | $3,014+170.6% | $4,628+76.2% | $2,381+242.5% |
| Participant deferral / active EE | $8,147 | $5,240+55.5% | $6,426+26.8% | $3,470+134.8% |
| Admin fee / account holder | $4,465 | $5,519-19.1% | $9,284-51.9% | $4,887-8.6% |