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 | $120,472 | $131,835-8.6% | $108,582+11.0% | $273,972-56.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | -91.57%+98.5pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $11,387 | $4,913+131.8% | $3,758+203.0% | $4,869+133.9% |
| Participant deferral / active EE | $1,714 | $5,127-66.6% | $4,311-60.2% | $5,287-67.6% |
| Admin fee / account holder | $1,970 | $10,253-80.8% | $7,645-74.2% | $10,133-80.6% |