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 | $133,524 | $77,817+71.6% | $123,553+8.1% | $64,173+108.1% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -4.83% | 12.49%-17.3pp | 119.21%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,305 | $3,014+42.8% | $4,628-7.0% | $2,381+80.8% |
| Participant deferral / active EE | $6,669 | $5,240+27.3% | $6,426+3.8% | $3,470+92.2% |
| Admin fee / account holder | $3,289 | $5,519-40.4% | $9,284-64.6% | $4,887-32.7% |