Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $214,392 | $64,729+231.2% | $112,263+91.0% | $68,490+213.0% |
| Participation rate | 73.5% | 67.2%+6.4pp | 75.1%-1.5pp | 67.9%+5.6pp |
| Annual return | -16.70% | -11.40%-5.3pp | 27.49%-44.2pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,442 | $2,746-11.1% | $3,636-32.8% | $2,597-6.0% |
| Participant deferral / active EE | $4,832 | $3,566+35.5% | $4,729+2.2% | $4,028+20.0% |
| Admin fee / account holder | $3,948 | $5,222-24.4% | $6,410-38.4% | $5,403-26.9% |