Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $103,767 | $73,988+40.2% | $96,538+7.5% | $75,177+38.0% |
| Participation rate | 77.5% | 66.4%+11.0pp | 74.3%+3.1pp | 67.2%+10.3pp |
| Annual return | 15.51% | 26.73%-11.2pp | 35.74%-20.2pp | 160.75%-145.2pp |
| Employer contribution / active EE | $1,909 | $2,930-34.8% | $3,740-49.0% | $2,671-28.5% |
| Participant deferral / active EE | $3,419 | $3,660-6.6% | $4,880-30.0% | $4,126-17.1% |
| Admin fee / account holder | $45,879 | $5,220+779.0% | $6,737+581.0% | $5,651+711.8% |