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 | $105,018 | $71,873+46.1% | $86,698+21.1% | $68,490+53.3% |
| Participation rate | 87.1% | 72.2%+14.8pp | 76.6%+10.5pp | 67.9%+19.2pp |
| Annual return | -9.49% | 3.54%-13.0pp | 35.96%-45.5pp | -7.85%-1.6pp |
| Employer contribution / active EE | $3,007 | $2,173+38.4% | $2,837+6.0% | $2,597+15.8% |
| Participant deferral / active EE | $6,275 | $3,779+66.0% | $4,656+34.8% | $4,028+55.8% |
| Admin fee / account holder | $2,680 | $6,110-56.1% | $7,492-64.2% | $5,403-50.4% |