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 | $111,341 | $71,878+54.9% | $86,698+28.4% | $68,486+62.6% |
| Participation rate | 91.2% | 72.2%+19.0pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | -14.44% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $6,339 | $2,173+191.7% | $2,837+123.4% | $2,597+144.1% |
| Participant deferral / active EE | $4,650 | $3,779+23.1% | $4,656-0.1% | $4,028+15.5% |
| Admin fee / account holder | $2,453 | $6,113-59.9% | $7,493-67.3% | $5,404-54.6% |