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 | $111,573 | $58,577+90.5% | $83,323+33.9% | $64,181+73.8% |
| Participation rate | 76.3% | 72.0%+4.2pp | 77.8%-1.5pp | 69.6%+6.7pp |
| Annual return | -6.57% | 9.65%-16.2pp | 10.63%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,545 | $2,098+116.6% | $3,379+34.5% | $2,381+90.9% |
| Participant deferral / active EE | $9,249 | $4,654+98.7% | $5,565+66.2% | $3,470+166.6% |
| Admin fee / account holder | $3,610 | $9,275-61.1% | $7,539-52.1% | $4,887-26.1% |