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 | $108,600 | $65,704+65.3% | $94,229+15.3% | $59,633+82.1% |
| Participation rate | 83.0% | 72.1%+10.9pp | 78.8%+4.2pp | 68.7%+14.3pp |
| Annual return | -2.44% | 5.22%-7.7pp | 10.68%-13.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,244 | $2,021+11.1% | $3,587-37.4% | $2,203+1.9% |
| Participant deferral / active EE | $4,891 | $3,143+55.6% | $4,320+13.2% | $3,192+53.2% |
| Admin fee / account holder | $2,037 | $4,265-52.2% | $6,269-67.5% | $4,297-52.6% |