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 | $111,029 | $92,219+20.4% | $76,767+44.6% | $135,380-18.0% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -4.10% | 5.46%-9.6pp | 2.43%-6.5pp | 519.81%-523.9pp |
| Employer contribution / active EE | $4,218 | $3,216+31.2% | $2,485+69.7% | $4,779-11.7% |
| Participant deferral / active EE | $3,358 | $4,508-25.5% | $3,852-12.8% | $5,609-40.1% |
| Admin fee / account holder | $2,848 | $10,749-73.5% | $6,675-57.3% | $10,828-73.7% |