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 | $67,378 | $54,380+23.9% | $68,509-1.7% | $59,633+13.0% |
| Participation rate | 87.3% | 70.2%+17.1pp | 74.7%+12.5pp | 68.7%+18.6pp |
| Annual return | -0.46% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,545 | $1,539+65.4% | $2,278+11.7% | $2,203+15.6% |
| Participant deferral / active EE | $2,995 | $2,643+13.3% | $3,382-11.5% | $3,192-6.2% |
| Admin fee / account holder | $2,194 | $3,885-43.5% | $5,275-58.4% | $4,297-48.9% |