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 | $115,810 | $65,704+76.3% | $94,229+22.9% | $59,633+94.2% |
| Participation rate | 75.0% | 72.1%+2.9pp | 78.8%-3.8pp | 68.7%+6.3pp |
| Annual return | -0.83% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,446 | $2,021+120.0% | $3,587+24.0% | $2,203+101.8% |
| Participant deferral / active EE | $12,193 | $3,143+287.9% | $4,320+182.2% | $3,192+282.0% |
| Admin fee / account holder | $35,438 | $4,265+731.0% | $6,269+465.3% | $4,297+724.7% |