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 | $100,392 | $48,267+108.0% | $68,808+45.9% | $68,486+46.6% |
| Participation rate | 93.8% | 60.7%+33.1pp | 69.0%+24.7pp | 67.9%+25.9pp |
| Annual return | -14.80% | -12.70%-2.1pp | -6.37%-8.4pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,072 | $1,829+13.3% | $2,656-22.0% | $2,597-20.2% |
| Participant deferral / active EE | $4,337 | $2,867+51.3% | $3,942+10.0% | $4,028+7.7% |
| Admin fee / account holder | $8,502 | $4,362+94.9% | $4,936+72.2% | $5,404+57.3% |