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 | $76,885 | $78,694-2.3% | $67,652+13.6% | $125,389-38.7% |
| Participation rate | 81.3% | 78.8%+2.4pp | 75.7%+5.6pp | 83.2%-1.9pp |
| Annual return | -1.24% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,427 | $3,044-20.2% | $2,266+7.1% | $4,866-50.1% |
| Participant deferral / active EE | $4,137 | $4,292-3.6% | $3,560+16.2% | $5,352-22.7% |
| Admin fee / account holder | $2,447 | $7,403-67.0% | $4,821-49.2% | $9,541-74.4% |