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 | $108,499 | $72,177+50.3% | $115,038-5.7% | $59,633+81.9% |
| Participation rate | 91.8% | 72.6%+19.2pp | 81.4%+10.4pp | 68.7%+23.1pp |
| Annual return | -1.76% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $6,439 | $2,841+126.6% | $4,608+39.7% | $2,203+192.3% |
| Participant deferral / active EE | $3,747 | $4,783-21.7% | $6,026-37.8% | $3,192+17.4% |
| Admin fee / account holder | $5,743 | $4,927+16.6% | $8,175-29.7% | $4,297+33.7% |