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 | $97,996 | $62,583+56.6% | $76,767+27.7% | $64,173+52.7% |
| Participation rate | 81.1% | 72.8%+8.3pp | 77.0%+4.1pp | 69.6%+11.5pp |
| Annual return | -7.00% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $541 | $1,832-70.5% | $2,485-78.2% | $2,381-77.3% |
| Participant deferral / active EE | $3,013 | $3,145-4.2% | $3,852-21.8% | $3,470-13.2% |
| Admin fee / account holder | $7,375 | $4,667+58.0% | $6,675+10.5% | $4,887+50.9% |