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 | $178,039 | $49,177+262.0% | $79,476+124.0% | $64,181+177.4% |
| Participation rate | 81.3% | 65.0%+16.2pp | 73.3%+7.9pp | 69.6%+11.7pp |
| Annual return | -3.56% | -1.16%-2.4pp | 718.21%-721.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,952 | $2,076-6.0% | $2,800-30.3% | $2,381-18.0% |
| Participant deferral / active EE | $7,399 | $2,821+162.2% | $3,704+99.7% | $3,470+113.2% |
| Admin fee / account holder | $39,151 | $3,839+919.9% | $5,113+665.7% | $4,887+701.1% |