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 | $231,497 | $64,716+257.7% | $112,258+106.2% | $68,495+238.0% |
| Participation rate | 98.3% | 67.2%+31.1pp | 75.1%+23.2pp | 67.9%+30.4pp |
| Annual return | 7.93% | -11.40%+19.3pp | 27.47%-19.5pp | -7.84%+15.8pp |
| Employer contribution / active EE | $9,103 | $2,746+231.5% | $3,636+150.4% | $2,596+250.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,162 | $5,232-1.3% | $6,411-19.5% | $5,403-4.5% |