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 | $150,176 | $58,600+156.3% | $83,327+80.2% | $64,173+134.0% |
| Participation rate | 93.9% | 72.0%+21.9pp | 77.8%+16.2pp | 69.6%+24.4pp |
| Annual return | -6.02% | 9.66%-15.7pp | 10.64%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $959 | $2,098-54.3% | $3,379-71.6% | $2,381-59.7% |
| Participant deferral / active EE | $7,037 | $4,656+51.2% | $5,565+26.4% | $3,470+102.8% |
| Admin fee / account holder | $14,154 | $9,282+52.5% | $7,540+87.7% | $4,887+189.6% |