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 | $99,812 | $49,177+103.0% | $79,466+25.6% | $64,173+55.5% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.6%+19.3pp |
| Annual return | -2.46% | -1.16%-1.3pp | 718.28%-720.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,582 | $2,076+72.5% | $2,800+27.9% | $2,381+50.5% |
| Participant deferral / active EE | $6,675 | $2,821+136.6% | $3,704+80.2% | $3,470+92.4% |
| Admin fee / account holder | $6,211 | $3,839+61.8% | $5,104+21.7% | $4,887+27.1% |