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 | $198,790 | $77,816+155.5% | $123,552+60.9% | $64,173+209.8% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -5.80% | 12.49%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $10,826 | $3,014+259.2% | $4,628+133.9% | $2,381+354.7% |
| Participant deferral / active EE | $12,834 | $5,240+144.9% | $6,426+99.7% | $3,470+269.9% |
| Admin fee / account holder | $992 | $5,519-82.0% | $9,285-89.3% | $4,887-79.7% |