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 | $102,782 | $57,352+79.2% | $83,831+22.6% | $64,173+60.2% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -6.81% | 11.38%-18.2pp | 850.99%-857.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $695 | $2,546-72.7% | $3,631-80.9% | $2,381-70.8% |
| Participant deferral / active EE | $2,779 | $2,993-7.2% | $4,082-31.9% | $3,470-19.9% |
| Admin fee / account holder | $6,105 | $4,046+50.9% | $5,479+11.4% | $4,887+24.9% |