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 | $100,332 | $77,817+28.9% | $123,553-18.8% | $64,173+56.3% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | -2.26% | 12.49%-14.7pp | 119.21%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $4,938 | $3,014+63.8% | $4,628+6.7% | $2,381+107.4% |
| Participant deferral / active EE | $6,116 | $5,240+16.7% | $6,426-4.8% | $3,470+76.3% |
| Admin fee / account holder | $999 | $5,519-81.9% | $9,284-89.2% | $4,887-79.6% |