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 | $176,133 | $77,817+126.3% | $123,553+42.6% | $64,173+174.5% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -1.41% | 12.49%-13.9pp | 119.21%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,581 | $3,014-14.4% | $4,628-44.2% | $2,381+8.4% |
| Participant deferral / active EE | $4,201 | $5,240-19.8% | $6,426-34.6% | $3,470+21.1% |
| Admin fee / account holder | $5,101 | $5,519-7.6% | $9,284-45.1% | $4,887+4.4% |