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 | $133,975 | $65,704+103.9% | $94,229+42.2% | $59,633+124.7% |
| Participation rate | 75.8% | 72.1%+3.6pp | 78.8%-3.0pp | 68.7%+7.1pp |
| Annual return | -0.53% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,454 | $2,021+21.5% | $3,587-31.6% | $2,203+11.4% |
| Participant deferral / active EE | $6,803 | $3,143+116.4% | $4,320+57.5% | $3,192+113.1% |
| Admin fee / account holder | $576 | $4,265-86.5% | $6,269-90.8% | $4,297-86.6% |