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 | $73,342 | $65,703+11.6% | $94,228-22.2% | $59,633+23.0% |
| Participation rate | 77.8% | 72.1%+5.7pp | 78.8%-1.0pp | 68.7%+9.1pp |
| Annual return | -1.01% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $1,108 | $2,021-45.1% | $3,587-69.1% | $2,203-49.7% |
| Participant deferral / active EE | $3,327 | $3,143+5.9% | $4,320-23.0% | $3,192+4.2% |
| Admin fee / account holder | $6,574 | $4,264+54.2% | $6,269+4.9% | $4,297+53.0% |