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 | $113,915 | $62,583+82.0% | $76,767+48.4% | $64,173+77.5% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -4.28% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $6,594 | $1,832+259.9% | $2,485+165.3% | $2,381+177.0% |
| Participant deferral / active EE | $4,211 | $3,145+33.9% | $3,852+9.3% | $3,470+21.4% |
| Admin fee / account holder | $4,969 | $4,667+6.5% | $6,675-25.6% | $4,887+1.7% |