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 | $216,753 | $64,719+234.9% | $112,249+93.1% | $68,486+216.5% |
| Participation rate | 78.3% | 67.2%+11.1pp | 75.1%+3.2pp | 67.9%+10.4pp |
| Annual return | -7.20% | -11.40%+4.2pp | 27.48%-34.7pp | -7.85%+0.7pp |
| Employer contribution / active EE | $2,326 | $2,747-15.3% | $3,636-36.0% | $2,597-10.4% |
| Participant deferral / active EE | $7,576 | $3,565+112.5% | $4,729+60.2% | $4,028+88.1% |
| Admin fee / account holder | $10,133 | $5,232+93.7% | $6,412+58.0% | $5,404+87.5% |