Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $132,088 | $215,361-38.7% | $171,082-22.8% | $273,972-51.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,813 | $4,967-63.5% | $4,002-54.7% | $4,869-62.8% |
| Participant deferral / active EE | $5,273 | $5,543-4.9% | $4,797+9.9% | $5,287-0.3% |
| Admin fee / account holder | $3,938 | $10,846-63.7% | $8,520-53.8% | $10,133-61.1% |