Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $153,123 | $71,873+113.0% | $86,698+76.6% | $68,490+123.6% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | -14.60% | 3.54%-18.1pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $9,145 | $2,173+320.8% | $2,837+222.4% | $2,597+252.2% |
| Participant deferral / active EE | $8,025 | $3,779+112.4% | $4,656+72.4% | $4,028+99.3% |
| Admin fee / account holder | $864 | $6,110-85.9% | $7,492-88.5% | $5,403-84.0% |