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 | $169,773 | $53,162+219.4% | $91,225+86.1% | $68,495+147.9% |
| Participation rate | 92.0% | 63.2%+28.8pp | 73.2%+18.8pp | 67.9%+24.1pp |
| Annual return | -15.79% | -3.14%-12.7pp | 114.10%-129.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,174 | $1,709+202.7% | $2,851+81.5% | $2,596+99.3% |
| Participant deferral / active EE | $7,648 | $2,974+157.2% | $4,234+80.6% | $4,028+89.9% |
| Admin fee / account holder | $2,492 | $4,493-44.5% | $5,422-54.0% | $5,403-53.9% |