Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $223,367 | $175,646+27.2% | $129,118+73.0% | $134,532+66.0% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.2%+6.1pp | 81.2%+2.1pp |
| Annual return | -10.79% | -11.39%+0.6pp | -10.94%+0.2pp | 418.27%-429.1pp |
| Employer contribution / active EE | $6,320 | $6,355-0.6% | $5,051+25.1% | $4,741+33.3% |
| Participant deferral / active EE | $15,335 | $7,970+92.4% | $6,539+134.5% | $6,401+139.6% |
| Admin fee / account holder | $2,044 | $23,578-91.3% | $14,305-85.7% | $11,429-82.1% |