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 | $239,004 | $43,344+451.4% | $59,899+299.0% | $64,173+272.4% |
| Participation rate | 84.0% | 69.2%+14.8pp | 74.7%+9.3pp | 69.6%+14.4pp |
| Annual return | -5.11% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $8,996 | $2,030+343.2% | $2,723+230.4% | $2,381+277.8% |
| Participant deferral / active EE | $7,204 | $2,547+182.8% | $3,402+111.7% | $3,470+107.6% |
| Admin fee / account holder | $2,631 | $3,008-12.5% | $3,592-26.8% | $4,887-46.2% |