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 | $121,353 | $61,660+96.8% | $80,022+51.6% | $64,173+89.1% |
| Participation rate | 87.0% | 71.7%+15.3pp | 75.8%+11.2pp | 69.6%+17.5pp |
| Annual return | -4.27% | -0.33%-3.9pp | 11.22%-15.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $959 | $1,810-47.0% | $2,468-61.1% | $2,381-59.7% |
| Participant deferral / active EE | $4,257 | $2,968+43.4% | $3,686+15.5% | $3,470+22.7% |
| Admin fee / account holder | $8,627 | $5,417+59.3% | $6,521+32.3% | $4,887+76.5% |