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 | $74,641 | $52,678+41.7% | $75,784-1.5% | $59,633+25.2% |
| Participation rate | 82.4% | 67.2%+15.1pp | 75.8%+6.5pp | 68.7%+13.7pp |
| Annual return | -0.90% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,751 | $2,193+116.6% | $3,323+43.0% | $2,203+115.7% |
| Participant deferral / active EE | $3,483 | $2,591+34.4% | $3,652-4.6% | $3,192+9.1% |
| Admin fee / account holder | $4,990 | $3,610+38.2% | $5,300-5.9% | $4,297+16.1% |