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 | $87,609 | $94,529-7.3% | $140,019-37.4% | $64,173+36.5% |
| Participation rate | 83.0% | 84.1%-1.1pp | 87.5%-4.5pp | 69.6%+13.4pp |
| Annual return | 2.44% | 7.77%-5.3pp | 651.17%-648.7pp | 7.63%-5.2pp |
| Employer contribution / active EE | $3,321 | $3,812-12.9% | $5,605-40.8% | $2,381+39.5% |
| Participant deferral / active EE | $3,992 | $5,250-24.0% | $6,927-42.4% | $3,470+15.0% |
| Admin fee / account holder | $14,631 | $6,741+117.1% | $10,705+36.7% | $4,887+199.4% |