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 | $81,384 | $50,958+59.7% | $74,552+9.2% | $64,181+26.8% |
| Participation rate | 79.1% | 61.1%+18.0pp | 69.1%+9.9pp | 69.6%+9.5pp |
| Annual return | -4.86% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,817 | $1,115+62.9% | $1,961-7.4% | $2,381-23.7% |
| Participant deferral / active EE | $2,020 | $2,301-12.2% | $3,108-35.0% | $3,470-41.8% |
| Admin fee / account holder | $9,825 | $4,223+132.7% | $5,060+94.2% | $4,887+101.0% |