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 | $193,126 | $211,946-8.9% | $169,452+14.0% | $135,380+42.7% |
| Participation rate | 90.5% | 82.6%+7.8pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | -3.92% | 3.26%-7.2pp | 1.83%-5.7pp | 519.81%-523.7pp |
| Employer contribution / active EE | $8,496 | $5,117+66.0% | $4,157+104.4% | $4,779+77.8% |
| Participant deferral / active EE | $13,206 | $6,075+117.4% | $5,277+150.3% | $5,609+135.4% |
| Admin fee / account holder | $41,134 | $11,472+258.6% | $9,110+351.5% | $10,828+279.9% |