Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $213,895 | $167,362+27.8% | $143,799+48.7% | $134,532+59.0% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -18.28% | 0.47%-18.8pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $7,119 | $5,620+26.7% | $4,952+43.8% | $4,741+50.2% |
| Participant deferral / active EE | $8,305 | $6,447+28.8% | $5,638+47.3% | $6,401+29.7% |
| Admin fee / account holder | $12,097 | $18,094-33.1% | $14,677-17.6% | $11,429+5.9% |