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 | $93,738 | $82,028+14.3% | $123,105-23.9% | $59,633+57.2% |
| Participation rate | 88.4% | 83.2%+5.2pp | 86.8%+1.6pp | 68.7%+19.7pp |
| Annual return | -1.82% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,376 | $4,667+15.2% | $6,229-13.7% | $3,192+68.4% |
| Admin fee / account holder | $1,432 | $5,879-75.6% | $9,014-84.1% | $4,297-66.7% |