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 | $168,931 | $73,839+128.8% | $143,788+17.5% | $68,495+146.6% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -16.57% | 1.01%-17.6pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,955 | $3,184+149.8% | $4,952+60.7% | $2,596+206.4% |
| Participant deferral / active EE | $6,008 | $3,384+77.5% | $5,638+6.6% | $4,028+49.2% |
| Admin fee / account holder | $3,934 | $5,755-31.6% | $14,675-73.2% | $5,403-27.2% |