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 | $96,616 | $58,577+64.9% | $83,323+16.0% | $64,181+50.5% |
| Participation rate | 82.1% | 72.0%+10.1pp | 77.8%+4.4pp | 69.6%+12.6pp |
| Annual return | -6.84% | 9.65%-16.5pp | 10.63%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,324 | $2,098-36.9% | $3,379-60.8% | $2,381-44.4% |
| Participant deferral / active EE | $2,312 | $4,654-50.3% | $5,565-58.5% | $3,470-33.4% |
| Admin fee / account holder | $1,044 | $9,275-88.7% | $7,539-86.1% | $4,887-78.6% |