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 | $104,173 | $65,703+58.6% | $94,224+10.6% | $59,632+74.7% |
| Participation rate | 76.5% | 72.1%+4.4pp | 78.8%-2.3pp | 68.7%+7.8pp |
| Annual return | 0.04% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,983 | $2,021-1.9% | $3,587-44.7% | $2,203-10.0% |
| Participant deferral / active EE | $4,952 | $3,143+57.6% | $4,320+14.6% | $3,192+55.2% |
| Admin fee / account holder | $14,657 | $4,264+243.7% | $6,269+133.8% | $4,297+241.1% |