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 | $131,544 | $71,878+83.0% | $86,698+51.7% | $68,486+92.1% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -17.28% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $6,022 | $2,173+177.1% | $2,837+112.3% | $2,597+131.9% |
| Participant deferral / active EE | $7,648 | $3,779+102.4% | $4,656+64.2% | $4,028+89.9% |
| Admin fee / account holder | $5,017 | $6,113-17.9% | $7,493-33.0% | $5,404-7.2% |