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 | $173,856 | $56,197+209.4% | $67,652+157.0% | $59,633+191.5% |
| Participation rate | 79.7% | 71.5%+8.2pp | 75.7%+4.0pp | 68.7%+11.0pp |
| Annual return | -1.49% | 18508.10%-18509.6pp | 6625.40%-6626.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,054 | $1,615+27.2% | $2,266-9.4% | $2,203-6.8% |
| Participant deferral / active EE | $4,069 | $2,844+43.1% | $3,560+14.3% | $3,192+27.5% |
| Admin fee / account holder | $4,809 | $3,958+21.5% | $4,821-0.2% | $4,297+11.9% |