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 | $134,229 | $56,484+137.6% | $169,452-20.8% | $64,173+109.2% |
| Participation rate | 75.0% | 64.5%+10.5pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -5.71% | -1.55%-4.2pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,431 | $1,832+32.7% | $4,157-41.5% | $2,381+2.1% |
| Participant deferral / active EE | $4,820 | $3,448+39.8% | $5,277-8.7% | $3,470+38.9% |
| Admin fee / account holder | $10,396 | $4,174+149.0% | $9,110+14.1% | $4,887+112.7% |