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 | $92,699 | $61,660+50.3% | $80,022+15.8% | $64,173+44.5% |
| Participation rate | 74.3% | 71.7%+2.6pp | 75.8%-1.5pp | 69.6%+4.7pp |
| Annual return | -5.90% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,165 | $1,810+74.8% | $2,468+28.2% | $2,381+32.9% |
| Participant deferral / active EE | $4,696 | $2,968+58.2% | $3,686+27.4% | $3,470+35.3% |
| Admin fee / account holder | $3,162 | $5,417-41.6% | $6,521-51.5% | $4,887-35.3% |