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 | $170,198 | $131,835+29.1% | $108,582+56.7% | $273,972-37.9% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.6%+15.4pp | 83.0%+12.0pp |
| Annual return | 7.07% | -91.57%+98.6pp | -51.70%+58.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $7,407 | $4,913+50.8% | $3,758+97.1% | $4,869+52.1% |
| Participant deferral / active EE | $6,841 | $5,127+33.4% | $4,311+58.7% | $5,287+29.4% |
| Admin fee / account holder | $1,747 | $10,253-83.0% | $7,645-77.1% | $10,133-82.8% |