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 | $99,651 | $57,350+73.8% | $83,850+18.8% | $64,181+55.3% |
| Participation rate | 76.6% | 68.6%+8.0pp | 76.1%+0.5pp | 69.6%+7.0pp |
| Annual return | -8.47% | 11.38%-19.9pp | 850.92%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $850 | $2,545-66.6% | $3,631-76.6% | $2,381-64.3% |
| Participant deferral / active EE | $3,682 | $2,993+23.0% | $4,082-9.8% | $3,470+6.1% |
| Admin fee / account holder | $2,717 | $4,046-32.9% | $5,478-50.4% | $4,887-44.4% |