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 | $160,409 | $71,878+123.2% | $86,698+85.0% | $68,486+134.2% |
| Participation rate | 76.4% | 72.2%+4.1pp | 76.6%-0.2pp | 67.9%+8.5pp |
| Annual return | -18.20% | 3.53%-21.7pp | 35.95%-54.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,668 | $2,173+114.8% | $2,837+64.6% | $2,597+79.8% |
| Participant deferral / active EE | $3,847 | $3,779+1.8% | $4,656-17.4% | $4,028-4.5% |
| Admin fee / account holder | $7,500 | $6,113+22.7% | $7,493+0.1% | $5,404+38.8% |