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 | $171,570 | $131,835+30.1% | $108,582+58.0% | $273,972-37.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.65% | -91.57%+96.2pp | -51.70%+56.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $4,015 | $4,913-18.3% | $3,758+6.8% | $4,869-17.5% |
| Participant deferral / active EE | $7,470 | $5,127+45.7% | $4,311+73.3% | $5,287+41.3% |
| Admin fee / account holder | $5,028 | $10,253-51.0% | $7,645-34.2% | $10,133-50.4% |