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 | $163,860 | $81,870+100.1% | $119,634+37.0% | $68,490+139.2% |
| Participation rate | 91.0% | 71.9%+19.1pp | 79.3%+11.7pp | 67.9%+23.1pp |
| Annual return | -16.88% | -23.82%+6.9pp | -14.98%-1.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,492 | $2,692-7.4% | $4,232-41.1% | $2,597-4.0% |
| Participant deferral / active EE | $6,586 | $4,148+58.8% | $5,601+17.6% | $4,028+63.5% |
| Admin fee / account holder | $5,376 | $6,583-18.3% | $10,329-48.0% | $5,403-0.5% |