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 | $224,756 | $76,912+192.2% | $129,110+74.1% | $68,495+228.1% |
| Participation rate | 96.8% | 69.1%+27.6pp | 77.3%+19.5pp | 67.9%+28.9pp |
| Annual return | -14.73% | -9.78%-4.9pp | -10.94%-3.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $8,196 | $3,243+152.8% | $5,052+62.3% | $2,596+215.7% |
| Participant deferral / active EE | $15,430 | $4,732+226.1% | $6,542+135.9% | $4,028+283.1% |
| Admin fee / account holder | $15,816 | $6,638+138.3% | $14,302+10.6% | $5,403+192.7% |