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 | $51,756 | $86,701-40.3% | $73,309-29.4% | $125,389-58.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 74.9%+16.0pp | 83.2%+7.7pp |
| Annual return | -1.58% | 2.78%-4.4pp | 5.67%-7.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $6,795 | $4,152+63.6% | $3,237+109.9% | $4,866+39.6% |
| Participant deferral / active EE | $5,163 | $5,549-7.0% | $4,991+3.4% | $5,352-3.5% |
| Admin fee / account holder | $10,267 | $7,768+32.2% | $5,635+82.2% | $9,541+7.6% |