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 | $222,629 | $142,392+56.4% | $119,622+86.1% | $134,532+65.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -17.43% | -12.46%-5.0pp | -14.98%-2.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $5,743 | $5,224+9.9% | $4,232+35.7% | $4,741+21.1% |
| Participant deferral / active EE | $11,486 | $6,467+77.6% | $5,601+105.1% | $6,401+79.4% |
| Admin fee / account holder | $10,576 | $13,593-22.2% | $10,328+2.4% | $11,429-7.5% |