Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $216,427 | $73,009+196.4% | $90,760+138.5% | $68,486+216.0% |
| Participation rate | 77.6% | 70.8%+6.7pp | 75.7%+1.9pp | 67.9%+9.7pp |
| Annual return | -13.63% | -13.81%+0.2pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,768 | $2,193-19.4% | $2,922-39.5% | $2,597-31.9% |
| Participant deferral / active EE | $4,633 | $3,626+27.8% | $4,565+1.5% | $4,028+15.0% |
| Admin fee / account holder | $33,741 | $5,896+472.3% | $8,444+299.6% | $5,404+524.4% |