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 | $112,864 | $43,730+158.1% | $121,220-6.9% | $64,173+75.9% |
| Participation rate | 85.7% | 58.3%+27.4pp | 71.8%+14.0pp | 69.6%+16.1pp |
| Annual return | -5.96% | 68.94%-74.9pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,739 | $1,297+34.1% | $4,023-56.8% | $2,381-27.0% |
| Participant deferral / active EE | $5,744 | $2,281+151.9% | $3,345+71.7% | $3,470+65.5% |
| Admin fee / account holder | $732 | $3,502-79.1% | $5,021-85.4% | $4,887-85.0% |