Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,698 | $56,200+57.8% | $67,653+31.1% | $59,633+48.7% |
| Participation rate | 91.9% | 71.5%+20.4pp | 75.7%+16.2pp | 68.7%+23.2pp |
| Annual return | 0.12% | 18506.71%-18506.6pp | 6625.22%-6625.1pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $1,146 | $1,615-29.0% | $2,266-49.4% | $2,203-48.0% |
| Participant deferral / active EE | $3,074 | $2,843+8.1% | $3,560-13.7% | $3,192-3.7% |
| Admin fee / account holder | $939 | $3,959-76.3% | $4,821-80.5% | $4,297-78.2% |