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 | $126,175 | $54,380+132.0% | $68,509+84.2% | $59,633+111.6% |
| Participation rate | 75.7% | 70.2%+5.5pp | 74.7%+0.9pp | 68.7%+7.0pp |
| Annual return | -0.46% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $787 | $1,539-48.9% | $2,278-65.5% | $2,203-64.3% |
| Participant deferral / active EE | $6,124 | $2,643+131.7% | $3,382+81.1% | $3,192+91.9% |
| Admin fee / account holder | $6,342 | $3,885+63.2% | $5,275+20.2% | $4,297+47.6% |