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 | $126,181 | $53,596+135.4% | $90,657+39.2% | $64,173+96.6% |
| Participation rate | 96.3% | 64.5%+31.8pp | 74.0%+22.3pp | 69.6%+26.7pp |
| Annual return | -5.54% | 4.41%-10.0pp | 1.89%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,656 | $1,503+10.2% | $2,532-34.6% | $2,381-30.4% |
| Participant deferral / active EE | $3,771 | $2,459+53.4% | $3,424+10.1% | $3,470+8.7% |
| Admin fee / account holder | $10,797 | $3,868+179.1% | $4,994+116.2% | $4,887+120.9% |