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 | $145,247 | $61,660+135.6% | $80,022+81.5% | $64,181+126.3% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -3.79% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $4,991 | $1,810+175.7% | $2,468+102.2% | $2,381+109.7% |
| Participant deferral / active EE | $4,064 | $2,968+37.0% | $3,686+10.3% | $3,470+17.1% |
| Admin fee / account holder | $6,520 | $5,417+20.4% | $6,5210% | $4,887+33.4% |