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 | $150,023 | $81,870+83.2% | $119,608+25.4% | $68,495+119.0% |
| Participation rate | 98.5% | 71.9%+26.6pp | 79.3%+19.2pp | 67.9%+30.6pp |
| Annual return | 11.17% | -23.82%+35.0pp | -14.98%+26.2pp | -7.84%+19.0pp |
| Employer contribution / active EE | $4,722 | $2,692+75.4% | $4,232+11.6% | $2,596+81.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,284 | $6,583-34.9% | $10,326-58.5% | $5,403-20.7% |