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 | $71,031 | $50,958+39.4% | $74,552-4.7% | $64,181+10.7% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.1%+11.6pp | 69.6%+11.2pp |
| Annual return | -5.00% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $825 | $1,115-26.1% | $1,961-57.9% | $2,381-65.4% |
| Participant deferral / active EE | $2,777 | $2,301+20.7% | $3,108-10.7% | $3,470-20.0% |
| Admin fee / account holder | $17,386 | $4,223+311.7% | $5,060+243.6% | $4,887+255.7% |