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 | $119,855 | $82,032+46.1% | $123,106-2.6% | $59,633+101.0% |
| Participation rate | 93.9% | 83.2%+10.7pp | 86.8%+7.2pp | 68.7%+25.3pp |
| Annual return | -1.63% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $2,433 | $3,297-26.2% | $5,151-52.8% | $2,203+10.5% |
| Participant deferral / active EE | $3,976 | $4,667-14.8% | $6,229-36.2% | $3,192+24.6% |
| Admin fee / account holder | $5,147 | $5,881-12.5% | $9,015-42.9% | $4,297+19.8% |