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 | $150,048 | $54,162+177.0% | $68,612+118.7% | $64,173+133.8% |
| Participation rate | 91.5% | 68.1%+23.4pp | 72.2%+19.3pp | 69.6%+21.9pp |
| Annual return | -6.21% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,846 | $1,846+216.7% | $2,625+122.7% | $2,381+145.5% |
| Participant deferral / active EE | $3,567 | $2,626+35.8% | $3,311+7.7% | $3,470+2.8% |
| Admin fee / account holder | $12,738 | $4,029+216.2% | $5,131+148.2% | $4,887+160.6% |