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 | $153,341 | $81,870+87.3% | $119,634+28.2% | $68,490+123.9% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -10.95% | -23.82%+12.9pp | -14.98%+4.0pp | -7.85%-3.1pp |
| Employer contribution / active EE | $714 | $2,692-73.5% | $4,232-83.1% | $2,597-72.5% |
| Participant deferral / active EE | $6,743 | $4,148+62.6% | $5,601+20.4% | $4,028+67.4% |
| Admin fee / account holder | $21,047 | $6,583+219.7% | $10,329+103.8% | $5,403+289.5% |