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 | $97,326 | $71,480+36.2% | $90,782+7.2% | $64,173+51.7% |
| Participation rate | 84.6% | 77.6%+7.0pp | 82.7%+2.0pp | 69.6%+15.0pp |
| Annual return | -3.59% | -4.25%+0.7pp | -3.42%-0.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,396 | $3,415-0.6% | $4,105-17.3% | $2,381+42.6% |
| Participant deferral / active EE | $4,723 | $4,302+9.8% | $5,366-12.0% | $3,470+36.1% |
| Admin fee / account holder | $12,261 | $6,309+94.4% | $5,908+107.5% | $4,887+150.9% |