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 | $124,534 | $71,878+73.3% | $86,698+43.6% | $68,486+81.8% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -18.74% | 3.53%-22.3pp | 35.95%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $957 | $2,173-56.0% | $2,837-66.3% | $2,597-63.1% |
| Participant deferral / active EE | $3,850 | $3,779+1.9% | $4,656-17.3% | $4,028-4.4% |
| Admin fee / account holder | $11,389 | $6,113+86.3% | $7,493+52.0% | $5,404+110.8% |