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 | $145,430 | $110,083+32.1% | $151,645-4.1% | $68,490+112.3% |
| Participation rate | 95.3% | 84.0%+11.4pp | 87.5%+7.8pp | 67.9%+27.4pp |
| Annual return | -12.18% | -10.12%-2.1pp | 3.34%-15.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $24,822 | $4,470+455.3% | $6,165+302.6% | $2,597+855.9% |
| Participant deferral / active EE | $14,274 | $6,526+118.7% | $8,363+70.7% | $4,028+254.4% |
| Admin fee / account holder | $1,369 | $7,718-82.3% | $11,614-88.2% | $5,403-74.7% |