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 | $122,351 | $61,214+99.9% | $83,327+46.8% | $56,289+117.4% |
| Participation rate | 96.4% | 72.6%+23.8pp | 77.8%+18.6pp | 69.9%+26.5pp |
| Annual return | -5.74% | 0.42%-6.2pp | 10.64%-16.4pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,369 | $1,925+23.0% | $3,379-29.9% | $2,111+12.2% |
| Participant deferral / active EE | $4,962 | $5,091-2.5% | $5,565-10.8% | $3,350+48.1% |
| Admin fee / account holder | $13,002 | $512+2441.6% | $7,540+72.4% | $521+2395.7% |