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 | $96,228 | $69,977+37.5% | $108,582-11.4% | $62,881+53.0% |
| Participation rate | 72.9% | 72.9%0pp | 79.6%-6.7pp | 69.3%+3.6pp |
| Annual return | 6.49% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,823 | $2,135+32.2% | $3,758-24.9% | $2,281+23.8% |
| Participant deferral / active EE | $7,800 | $3,165+146.5% | $4,311+80.9% | $3,203+143.5% |
| Admin fee / account holder | $10,809 | $5,076+112.9% | $7,645+41.4% | $4,296+151.6% |