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 | $69,384 | $54,380+27.6% | $68,509+1.3% | $59,633+16.4% |
| Participation rate | 86.7% | 70.2%+16.5pp | 74.7%+11.9pp | 68.7%+18.0pp |
| Annual return | -2.24% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $6,887 | $1,539+347.6% | $2,278+202.3% | $2,203+212.7% |
| Participant deferral / active EE | $1,957 | $2,643-26.0% | $3,382-42.1% | $3,192-38.7% |
| Admin fee / account holder | $4,387 | $3,885+12.9% | $5,275-16.8% | $4,297+2.1% |