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 | $158,512 | $72,177+119.6% | $115,038+37.8% | $59,633+165.8% |
| Participation rate | 75.6% | 72.6%+3.0pp | 81.4%-5.8pp | 68.7%+6.9pp |
| Annual return | -2.24% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,933 | $2,841+3.2% | $4,608-36.3% | $2,203+33.2% |
| Participant deferral / active EE | $6,087 | $4,783+27.3% | $6,026+1.0% | $3,192+90.7% |
| Admin fee / account holder | $20,359 | $4,927+313.2% | $8,175+149.0% | $4,297+373.8% |