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 | $169,427 | $77,817+117.7% | $123,553+37.1% | $64,173+164.0% |
| Participation rate | 98.6% | 74.7%+23.8pp | 82.3%+16.3pp | 69.6%+29.0pp |
| Annual return | -5.95% | 12.49%-18.4pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,520 | $3,014+83.2% | $4,628+19.3% | $2,381+131.9% |
| Participant deferral / active EE | $7,938 | $5,240+51.5% | $6,426+23.5% | $3,470+128.8% |
| Admin fee / account holder | $6,387 | $5,519+15.7% | $9,284-31.2% | $4,887+30.7% |