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 | $75,879 | $50,947+48.9% | $74,551+1.8% | $64,173+18.2% |
| Participation rate | 97.6% | 61.1%+36.5pp | 69.1%+28.4pp | 69.6%+28.0pp |
| Annual return | -2.71% | -1.85%-0.9pp | 32.53%-35.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,855 | $1,115+155.9% | $1,961+45.6% | $2,381+19.9% |
| Participant deferral / active EE | $4,324 | $2,302+87.9% | $3,108+39.1% | $3,470+24.6% |
| Admin fee / account holder | $5,794 | $4,221+37.3% | $5,059+14.5% | $4,887+18.6% |