Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $165,946 | $211,946-21.7% | $169,452-2.1% | $135,380+22.6% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -3.22% | 3.26%-6.5pp | 1.83%-5.1pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,456 | $5,117-52.0% | $4,157-40.9% | $4,779-48.6% |
| Participant deferral / active EE | $6,867 | $6,075+13.0% | $5,277+30.1% | $5,609+22.4% |
| Admin fee / account holder | $4,397 | $11,472-61.7% | $9,110-51.7% | $10,828-59.4% |