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 | $210,341 | $77,817+170.3% | $123,553+70.2% | $64,173+227.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -4.07% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $8,010 | $3,014+165.8% | $4,628+73.1% | $2,381+236.4% |
| Participant deferral / active EE | $6,141 | $5,240+17.2% | $6,426-4.4% | $3,470+77.0% |
| Admin fee / account holder | $9,471 | $5,519+71.6% | $9,284+2.0% | $4,887+93.8% |