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 | $204,576 | $110,083+85.8% | $151,645+34.9% | $68,490+198.7% |
| Participation rate | 94.7% | 84.0%+10.8pp | 87.5%+7.2pp | 67.9%+26.8pp |
| Annual return | -14.72% | -10.12%-4.6pp | 3.34%-18.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $10,393 | $4,470+132.5% | $6,165+68.6% | $2,597+300.2% |
| Participant deferral / active EE | $17,881 | $6,526+174.0% | $8,363+113.8% | $4,028+343.9% |
| Admin fee / account holder | $11,194 | $7,718+45.0% | $11,614-3.6% | $5,403+107.2% |