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 | $96,153 | $54,355+76.9% | $82,744+16.2% | $68,486+40.4% |
| Participation rate | 96.8% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -10.70% | -13.67%+3.0pp | 702.22%-712.9pp | -7.85%-2.8pp |
| Employer contribution / active EE | $3,309 | $2,219+49.1% | $3,008+10.0% | $2,597+27.4% |
| Participant deferral / active EE | $5,509 | $3,246+69.7% | $4,395+25.4% | $4,028+36.8% |
| Admin fee / account holder | $1,516 | $4,397-65.5% | $5,325-71.5% | $5,404-71.9% |