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 | $70,719 | $43,338+63.2% | $59,887+18.1% | $64,173+10.2% |
| Participation rate | 79.2% | 69.2%+10.1pp | 74.7%+4.5pp | 69.6%+9.7pp |
| Annual return | -5.26% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,249 | $2,030+60.0% | $2,722+19.3% | $2,381+36.5% |
| Participant deferral / active EE | $6,590 | $2,547+158.7% | $3,402+93.7% | $3,470+89.9% |
| Admin fee / account holder | $15,315 | $3,007+409.2% | $3,591+326.5% | $4,887+213.4% |