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 | $152,543 | $62,589+143.7% | $76,768+98.7% | $64,173+137.7% |
| Participation rate | 86.4% | 72.8%+13.5pp | 77.0%+9.4pp | 69.6%+16.8pp |
| Annual return | -2.91% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $11,285 | $1,832+516.0% | $2,485+354.1% | $2,381+374.0% |
| Participant deferral / active EE | $2,302 | $3,145-26.8% | $3,852-40.2% | $3,470-33.7% |
| Admin fee / account holder | $7,632 | $4,667+63.5% | $6,675+14.3% | $4,887+56.2% |