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 | $86,954 | $72,177+20.5% | $115,037-24.4% | $59,633+45.8% |
| Participation rate | 89.1% | 72.6%+16.5pp | 81.4%+7.7pp | 68.7%+20.4pp |
| Annual return | -1.27% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $5,216 | $2,841+83.6% | $4,608+13.2% | $2,203+136.8% |
| Participant deferral / active EE | $13,630 | $4,783+185.0% | $6,026+126.2% | $3,192+327.0% |
| Admin fee / account holder | $7,750 | $4,927+57.3% | $8,175-5.2% | $4,297+80.4% |