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 | $242,379 | $73,863+228.1% | $143,797+68.6% | $68,490+253.9% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -14.12% | 0.91%-15.0pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $9,625 | $3,185+202.2% | $4,952+94.3% | $2,597+270.6% |
| Participant deferral / active EE | $5,197 | $3,385+53.6% | $5,638-7.8% | $4,028+29.0% |
| Admin fee / account holder | $6,581 | $5,756+14.3% | $14,679-55.2% | $5,403+21.8% |