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 | $127,811 | $77,817+64.2% | $123,553+3.4% | $64,173+99.2% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -6.62% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $9,506 | $3,014+215.4% | $4,628+105.4% | $2,381+299.3% |
| Participant deferral / active EE | $8,736 | $5,240+66.7% | $6,426+35.9% | $3,470+151.8% |
| Admin fee / account holder | $4,593 | $5,519-16.8% | $9,284-50.5% | $4,887-6.0% |