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 | $163,525 | $42,909+281.1% | $60,906+168.5% | $68,486+138.8% |
| Participation rate | 97.0% | 66.8%+30.2pp | 73.1%+23.9pp | 67.9%+29.1pp |
| Annual return | -13.46% | -13.99%+0.5pp | 16.94%-30.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $6,407 | $1,979+223.8% | $2,703+137.0% | $2,597+146.7% |
| Participant deferral / active EE | $5,275 | $2,866+84.0% | $3,814+38.3% | $4,028+31.0% |
| Admin fee / account holder | $3,020 | $3,104-2.7% | $3,227-6.4% | $5,404-44.1% |