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 | $158,619 | $73,839+114.8% | $143,788+10.3% | $68,495+131.6% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -16.81% | 1.01%-17.8pp | -0.03%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $10,027 | $3,184+214.9% | $4,952+102.5% | $2,596+286.2% |
| Participant deferral / active EE | $14,547 | $3,384+329.8% | $5,638+158.0% | $4,028+261.2% |
| Admin fee / account holder | $24,284 | $5,755+322.0% | $14,675+65.5% | $5,403+349.4% |