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 | $84,705 | $50,947+66.3% | $74,551+13.6% | $64,173+32.0% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.1%+6.9pp | 69.6%+6.4pp |
| Annual return | -5.14% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,121 | $1,115+269.5% | $1,961+110.1% | $2,381+73.1% |
| Participant deferral / active EE | $7,479 | $2,302+225.0% | $3,108+140.6% | $3,470+115.6% |
| Admin fee / account holder | $1,678 | $4,221-60.2% | $5,059-66.8% | $4,887-65.7% |