Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $137,899 | $59,813+130.6% | $79,580+73.3% | $68,486+101.4% |
| Participation rate | 95.2% | 61.1%+34.2pp | 69.5%+25.7pp | 67.9%+27.3pp |
| Annual return | -18.23% | -12.30%-5.9pp | 0.15%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,144 | $1,505+42.4% | $2,413-11.2% | $2,597-17.4% |
| Participant deferral / active EE | $4,458 | $3,024+47.4% | $3,985+11.9% | $4,028+10.7% |
| Admin fee / account holder | $9,283 | $4,835+92.0% | $6,835+35.8% | $5,404+71.8% |