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 | $189,358 | $59,819+216.6% | $79,583+137.9% | $68,490+176.5% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.5%+11.9pp | 67.9%+13.5pp |
| Annual return | 12.09% | -12.30%+24.4pp | 0.16%+11.9pp | -7.85%+19.9pp |
| Employer contribution / active EE | $4,021 | $1,505+167.1% | $2,414+66.6% | $2,597+54.8% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,051 | $4,835+87.2% | $6,835+32.4% | $5,403+67.5% |