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 | $100,106 | $71,480+40.0% | $90,782+10.3% | $64,173+56.0% |
| Participation rate | 97.1% | 77.6%+19.6pp | 82.7%+14.5pp | 69.6%+27.6pp |
| Annual return | -3.41% | -4.25%+0.8pp | -3.42%0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,405 | $3,415-29.6% | $4,105-41.4% | $2,381+1.0% |
| Participant deferral / active EE | $7,028 | $4,302+63.4% | $5,366+31.0% | $3,470+102.6% |
| Admin fee / account holder | $11,167 | $6,309+77.0% | $5,908+89.0% | $4,887+128.5% |