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 | $175,820 | $105,853+66.1% | $90,752+93.7% | $134,493+30.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -11.77% | -10.99%-0.8pp | -12.16%+0.4pp | 418.01%-429.8pp |
| Employer contribution / active EE | $3,639 | $3,462+5.1% | $2,921+24.6% | $4,740-23.2% |
| Participant deferral / active EE | $2,764 | $5,216-47.0% | $4,564-39.5% | $6,400-56.8% |
| Admin fee / account holder | $159,796 | $13,938+1046.5% | $8,446+1792.1% | $11,425+1298.7% |