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 | $202,805 | $72,177+181.0% | $115,038+76.3% | $59,633+240.1% |
| Participation rate | 82.8% | 72.6%+10.2pp | 81.4%+1.4pp | 68.7%+14.1pp |
| Annual return | -0.13% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $4,011 | $2,841+41.2% | $4,608-13.0% | $2,203+82.1% |
| Participant deferral / active EE | $14,414 | $4,783+201.4% | $6,026+139.2% | $3,192+351.6% |
| Admin fee / account holder | $14,719 | $4,927+198.7% | $8,175+80.0% | $4,297+242.5% |