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 | $125,175 | $62,583+100.0% | $76,767+63.1% | $64,173+95.1% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -5.90% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,088 | $1,832+286.9% | $2,485+185.2% | $2,381+197.7% |
| Participant deferral / active EE | $8,373 | $3,145+166.2% | $3,852+117.4% | $3,470+141.3% |
| Admin fee / account holder | $1,425 | $4,667-69.5% | $6,675-78.6% | $4,887-70.8% |