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 | $138,563 | $53,596+158.5% | $90,657+52.8% | $64,173+115.9% |
| Participation rate | 89.7% | 64.5%+25.2pp | 74.0%+15.7pp | 69.6%+20.2pp |
| Annual return | -6.66% | 4.41%-11.1pp | 1.89%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,891 | $1,503+358.5% | $2,532+172.2% | $2,381+189.4% |
| Participant deferral / active EE | $7,147 | $2,459+190.7% | $3,424+108.7% | $3,470+106.0% |
| Admin fee / account holder | $43,222 | $3,868+1017.5% | $4,994+765.4% | $4,887+784.4% |