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 | $126,278 | $72,177+75.0% | $115,037+9.8% | $59,633+111.8% |
| Participation rate | 77.3% | 72.6%+4.7pp | 81.4%-4.1pp | 68.7%+8.6pp |
| Annual return | -1.44% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $2,355 | $2,841-17.1% | $4,608-48.9% | $2,203+6.9% |
| Participant deferral / active EE | $6,643 | $4,783+38.9% | $6,026+10.2% | $3,192+108.2% |
| Admin fee / account holder | $3,001 | $4,927-39.1% | $8,175-63.3% | $4,297-30.2% |