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 | $86,884 | $48,050+80.8% | $85,969+1.1% | $59,633+45.7% |
| Participation rate | 70.9% | 64.5%+6.4pp | 76.5%-5.6pp | 68.7%+2.2pp |
| Annual return | -0.26% | 0.29%-0.6pp | 9.32%-9.6pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $1,693 | $1,640+3.2% | $3,474-51.3% | $2,203-23.2% |
| Participant deferral / active EE | $3,508 | $2,249+56.0% | $3,829-8.4% | $3,192+9.9% |
| Admin fee / account holder | $4,590 | $3,206+43.2% | $6,053-24.2% | $4,297+6.8% |