Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,108 | $77,816-30.5% | $123,552-56.2% | $64,173-15.7% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.5pp | 69.6%+26.2pp |
| Annual return | -7.30% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $6,150 | $3,014+104.1% | $4,628+32.9% | $2,381+158.3% |
| Participant deferral / active EE | $12,768 | $5,240+143.7% | $6,426+98.7% | $3,470+268.0% |
| Admin fee / account holder | $9,276 | $5,519+68.1% | $9,285-0.1% | $4,887+89.8% |