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 | $211,902 | $131,835+60.7% | $108,582+95.2% | $273,972-22.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.65% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $4,195 | $4,913-14.6% | $3,758+11.6% | $4,869-13.8% |
| Participant deferral / active EE | $7,392 | $5,127+44.2% | $4,311+71.5% | $5,287+39.8% |
| Admin fee / account holder | $5,231 | $10,253-49.0% | $7,645-31.6% | $10,133-48.4% |