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 | $143,473 | $71,878+99.6% | $86,698+65.5% | $68,486+109.5% |
| Participation rate | 97.3% | 72.2%+25.0pp | 76.6%+20.7pp | 67.9%+29.4pp |
| Annual return | -14.86% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,864 | $2,173+31.8% | $2,837+1.0% | $2,597+10.3% |
| Participant deferral / active EE | $10,431 | $3,779+176.0% | $4,656+124.0% | $4,028+159.0% |
| Admin fee / account holder | $1,353 | $6,113-77.9% | $7,493-81.9% | $5,404-75.0% |