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 | $71,693 | $52,678+36.1% | $75,784-5.4% | $59,633+20.2% |
| Participation rate | 97.0% | 67.2%+29.7pp | 75.8%+21.1pp | 68.7%+28.3pp |
| Annual return | -0.33% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,409 | $2,193+9.8% | $3,323-27.5% | $2,203+9.4% |
| Participant deferral / active EE | $3,134 | $2,591+21.0% | $3,652-14.2% | $3,192-1.8% |
| Admin fee / account holder | $12,079 | $3,610+234.6% | $5,300+127.9% | $4,297+181.1% |