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 | $57,140 | $39,162+45.9% | $100,671-43.2% | $59,632-4.2% |
| Participation rate | 87.7% | 55.9%+31.8pp | 70.7%+17.0pp | 68.7%+19.0pp |
| Annual return | -2.00% | 21.07%-23.1pp | 20.43%-22.4pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $3,878 | $1,151+237.0% | $4,012-3.4% | $2,203+76.0% |
| Participant deferral / active EE | $5,910 | $1,992+196.7% | $3,144+88.0% | $3,192+85.2% |
| Admin fee / account holder | $2,020 | $2,969-32.0% | $4,850-58.3% | $4,297-53.0% |