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 | $174,337 | $50,947+242.2% | $74,551+133.9% | $64,173+171.7% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.1%+4.9pp | 69.6%+4.5pp |
| Annual return | -3.71% | -1.85%-1.9pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,277 | $1,115+14.5% | $1,961-34.9% | $2,381-46.4% |
| Participant deferral / active EE | $4,948 | $2,302+115.0% | $3,108+59.2% | $3,470+42.6% |
| Admin fee / account holder | $2,673 | $4,221-36.7% | $5,059-47.2% | $4,887-45.3% |