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 | $90,138 | $61,660+46.2% | $80,022+12.6% | $64,173+40.5% |
| Participation rate | 94.6% | 71.7%+22.9pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | -4.44% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $972 | $1,810-46.3% | $2,468-60.6% | $2,381-59.2% |
| Participant deferral / active EE | $3,590 | $2,968+21.0% | $3,686-2.6% | $3,470+3.5% |
| Admin fee / account holder | $15,637 | $5,417+188.7% | $6,521+139.8% | $4,887+219.9% |