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 | $191,835 | $71,873+166.9% | $86,698+121.3% | $68,490+180.1% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -13.65% | 3.54%-17.2pp | 35.96%-49.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,040 | $2,173+39.9% | $2,837+7.2% | $2,597+17.1% |
| Participant deferral / active EE | $10,322 | $3,779+173.1% | $4,656+121.7% | $4,028+156.3% |
| Admin fee / account holder | $558 | $6,110-90.9% | $7,492-92.5% | $5,403-89.7% |