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 | $173,014 | $131,835+31.2% | $108,582+59.3% | $273,972-36.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.25% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,965 | $4,913-39.6% | $3,758-21.1% | $4,869-39.1% |
| Participant deferral / active EE | $4,946 | $5,127-3.5% | $4,311+14.7% | $5,287-6.5% |
| Admin fee / account holder | $5,446 | $10,253-46.9% | $7,645-28.8% | $10,133-46.3% |