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 | $169,145 | $72,177+134.3% | $115,037+47.0% | $59,633+183.6% |
| Participation rate | 73.9% | 72.6%+1.4pp | 81.4%-7.5pp | 68.7%+5.2pp |
| Annual return | -1.27% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $3,120 | $2,841+9.8% | $4,608-32.3% | $2,203+41.7% |
| Participant deferral / active EE | $7,849 | $4,783+64.1% | $6,026+30.2% | $3,192+145.9% |
| Admin fee / account holder | $1,742 | $4,927-64.6% | $8,175-78.7% | $4,297-59.5% |