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 | $168,138 | $73,863+127.6% | $143,797+16.9% | $68,490+145.5% |
| Participation rate | 98.2% | 66.7%+31.5pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -14.88% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $8,646 | $3,185+171.5% | $4,952+74.6% | $2,597+233.0% |
| Participant deferral / active EE | $5,683 | $3,385+67.9% | $5,638+0.8% | $4,028+41.1% |
| Admin fee / account holder | $1,187 | $5,756-79.4% | $14,679-91.9% | $5,403-78.0% |