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 | $88,282 | $72,177+22.3% | $115,038-23.3% | $59,633+48.0% |
| Participation rate | 86.2% | 72.6%+13.7pp | 81.4%+4.8pp | 68.7%+17.5pp |
| Annual return | -0.25% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $4,040 | $2,841+42.2% | $4,608-12.3% | $2,203+83.4% |
| Participant deferral / active EE | $9,574 | $4,783+100.2% | $6,026+58.9% | $3,192+200.0% |
| Admin fee / account holder | $1,108 | $4,927-77.5% | $8,175-86.4% | $4,297-74.2% |