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 | $170,681 | $62,583+172.7% | $76,767+122.3% | $64,173+166.0% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -5.99% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,267 | $1,832+23.7% | $2,485-8.8% | $2,381-4.8% |
| Participant deferral / active EE | $5,777 | $3,145+83.7% | $3,852+50.0% | $3,470+66.5% |
| Admin fee / account holder | $23,696 | $4,667+407.7% | $6,675+255.0% | $4,887+384.8% |