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 | $131,369 | $73,019+79.9% | $90,766+44.7% | $68,490+91.8% |
| Participation rate | 94.2% | 70.8%+23.4pp | 75.7%+18.5pp | 67.9%+26.3pp |
| Annual return | -17.40% | -13.81%-3.6pp | -12.16%-5.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,635 | $2,193-25.4% | $2,922-44.1% | $2,597-37.1% |
| Participant deferral / active EE | $4,440 | $3,626+22.4% | $4,565-2.7% | $4,028+10.2% |
| Admin fee / account holder | $7,847 | $5,897+33.1% | $8,446-7.1% | $5,403+45.2% |