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 | $159,553 | $64,729+146.5% | $112,263+42.1% | $68,490+133.0% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -15.10% | -11.40%-3.7pp | 27.49%-42.6pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,103 | $2,746+49.4% | $3,636+12.8% | $2,597+58.0% |
| Participant deferral / active EE | $7,758 | $3,566+117.6% | $4,729+64.0% | $4,028+92.6% |
| Admin fee / account holder | $19,529 | $5,222+274.0% | $6,410+204.6% | $5,403+261.4% |