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 | $238,966 | $77,817+207.1% | $123,553+93.4% | $64,173+272.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -2.45% | 12.49%-14.9pp | 119.21%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $7,844 | $3,014+160.2% | $4,628+69.5% | $2,381+229.5% |
| Participant deferral / active EE | $6,615 | $5,240+26.2% | $6,426+2.9% | $3,470+90.6% |
| Admin fee / account holder | $13,046 | $5,519+136.4% | $9,284+40.5% | $4,887+166.9% |