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 | $139,751 | $62,583+123.3% | $76,767+82.0% | $64,173+117.8% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.5pp | 69.6%+19.9pp |
| Annual return | -5.02% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,180 | $1,832+73.6% | $2,485+27.9% | $2,381+33.6% |
| Participant deferral / active EE | $9,878 | $3,145+214.1% | $3,852+156.5% | $3,470+184.7% |
| Admin fee / account holder | $7,322 | $4,667+56.9% | $6,675+9.7% | $4,887+49.8% |