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 | $182,805 | $77,816+134.9% | $123,552+48.0% | $64,173+184.9% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -5.35% | 12.49%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,960 | $3,014+164.1% | $4,628+72.0% | $2,381+234.3% |
| Participant deferral / active EE | $11,759 | $5,240+124.4% | $6,426+83.0% | $3,470+238.9% |
| Admin fee / account holder | $30,516 | $5,519+452.9% | $9,285+228.7% | $4,887+524.4% |