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 | $71,856 | $72,177-0.4% | $115,037-37.5% | $59,632+20.5% |
| Participation rate | 88.2% | 72.6%+15.7pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | -0.74% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.32%-2042.1pp |
| Employer contribution / active EE | $3,562 | $2,841+25.4% | $4,608-22.7% | $2,203+61.7% |
| Participant deferral / active EE | $6,781 | $4,783+41.8% | $6,026+12.5% | $3,192+112.5% |
| Admin fee / account holder | $15,960 | $4,927+223.9% | $8,175+95.2% | $4,297+271.4% |