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 | $121,785 | $103,949+17.2% | $69,182+76.0% | $273,972-55.5% |
| Participation rate | 92.9% | 67.4%+25.5pp | 55.1%+37.7pp | 83.0%+9.8pp |
| Annual return | 5.93% | 35.28%-29.4pp | -21.93%+27.9pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,545 | $1,783-13.3% | $1,206+28.1% | $4,869-68.3% |
| Participant deferral / active EE | $1,838 | $2,716-32.3% | $1,897-3.1% | $5,287-65.2% |
| Admin fee / account holder | $77,396 | $3,671+2008.6% | $2,697+2770.0% | $10,133+663.8% |