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 | $201,261 | $127,386+58.0% | $115,037+75.0% | $125,388+60.5% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -0.37% | 31.28%-31.7pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $6,490 | $5,166+25.6% | $4,608+40.8% | $4,866+33.4% |
| Participant deferral / active EE | $3,687 | $6,423-42.6% | $6,026-38.8% | $5,352-31.1% |
| Admin fee / account holder | $17,812 | $9,516+87.2% | $8,175+117.9% | $9,541+86.7% |