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 | $123,971 | $45,872+170.3% | $77,100+60.8% | $68,490+81.0% |
| Participation rate | 87.2% | 55.9%+31.3pp | 67.9%+19.3pp | 67.9%+19.3pp |
| Annual return | -14.88% | 1.73%-16.6pp | 42.35%-57.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,697 | $1,650+2.9% | $2,815-39.7% | $2,597-34.6% |
| Participant deferral / active EE | $4,726 | $2,963+59.5% | $4,430+6.7% | $4,028+17.3% |
| Admin fee / account holder | $5,135 | $3,041+68.9% | $5,443-5.7% | $5,403-5.0% |