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 | $125,937 | $53,546+135.2% | $69,890+80.2% | $68,490+83.9% |
| Participation rate | 98.7% | 64.5%+34.1pp | 70.5%+28.2pp | 67.9%+30.8pp |
| Annual return | -17.42% | -13.87%-3.6pp | 190.84%-208.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,267 | $2,019+61.8% | $2,560+27.6% | $2,597+25.8% |
| Participant deferral / active EE | $6,664 | $2,957+125.4% | $3,848+73.2% | $4,028+65.4% |
| Admin fee / account holder | $9,925 | $4,693+111.5% | $6,267+58.4% | $5,403+83.7% |