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 | $175,926 | $57,352+206.7% | $83,831+109.9% | $64,173+174.1% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $16,025 | $2,546+529.5% | $3,631+341.3% | $2,381+573.1% |
| Participant deferral / active EE | $3,152 | $2,993+5.3% | $4,082-22.8% | $3,470-9.1% |
| Admin fee / account holder | $17,028 | $4,046+320.8% | $5,479+210.8% | $4,887+248.4% |