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 | $85,676 | $54,380+57.5% | $68,509+25.1% | $59,633+43.7% |
| Participation rate | 94.9% | 70.2%+24.7pp | 74.7%+20.1pp | 68.7%+26.2pp |
| Annual return | -0.94% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,663 | $1,539+8.1% | $2,278-27.0% | $2,203-24.5% |
| Participant deferral / active EE | $2,286 | $2,643-13.5% | $3,382-32.4% | $3,192-28.4% |
| Admin fee / account holder | $455 | $3,885-88.3% | $5,275-91.4% | $4,297-89.4% |