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 | $74,462 | $50,947+46.2% | $74,551-0.1% | $64,173+16.0% |
| Participation rate | 97.3% | 61.1%+36.3pp | 69.1%+28.2pp | 69.6%+27.8pp |
| Annual return | -5.55% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,148 | $1,115+361.5% | $1,961+162.5% | $2,381+116.2% |
| Participant deferral / active EE | $2,548 | $2,302+10.7% | $3,108-18.0% | $3,470-26.6% |
| Admin fee / account holder | $7,162 | $4,221+69.7% | $5,059+41.6% | $4,887+46.5% |