Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,970 | $73,102+69.6% | $123,553+0.3% | $56,289+120.2% |
| Participation rate | 97.3% | 74.3%+23.0pp | 82.3%+15.0pp | 69.9%+27.4pp |
| Annual return | -3.60% | 3.01%-6.6pp | 119.21%-122.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $7,912 | $2,977+165.8% | $4,628+71.0% | $2,111+274.8% |
| Participant deferral / active EE | $3,175 | $5,423-41.4% | $6,426-50.6% | $3,350-5.2% |
| Admin fee / account holder | $6,731 | $554+1115.6% | $9,284-27.5% | $521+1192.1% |