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 | $153,015 | $127,387+20.1% | $115,038+33.0% | $125,389+22.0% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.04% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,827 | $5,166-45.3% | $4,608-38.7% | $4,866-41.9% |
| Participant deferral / active EE | $6,865 | $6,423+6.9% | $6,026+13.9% | $5,352+28.3% |
| Admin fee / account holder | $33,279 | $9,516+249.7% | $8,175+307.1% | $9,541+248.8% |