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 | $85,751 | $131,835-35.0% | $108,582-21.0% | $273,972-68.7% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.6%+15.2pp | 83.0%+11.7pp |
| Annual return | 10.11% | -91.57%+101.7pp | -51.70%+61.8pp | 41.46%-31.3pp |
| Employer contribution / active EE | $4,364 | $4,913-11.2% | $3,758+16.1% | $4,869-10.4% |
| Participant deferral / active EE | $9,067 | $5,127+76.8% | $4,311+110.3% | $5,287+71.5% |
| Admin fee / account holder | $1,472 | $10,253-85.6% | $7,645-80.7% | $10,133-85.5% |