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 | $148,336 | $77,816+90.6% | $123,549+20.1% | $64,181+131.1% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -7.86% | 12.49%-20.3pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $6,882 | $3,014+128.3% | $4,628+48.7% | $2,381+189.1% |
| Participant deferral / active EE | $11,136 | $5,240+112.5% | $6,426+73.3% | $3,470+221.0% |
| Admin fee / account holder | $2,736 | $5,519-50.4% | $9,284-70.5% | $4,887-44.0% |