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 | $106,656 | $100,805+5.8% | $86,698+23.0% | $134,532-20.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -16.94% | 29.09%-46.0pp | 35.95%-52.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,332 | $3,490-61.8% | $2,837-53.0% | $4,741-71.9% |
| Participant deferral / active EE | $4,791 | $5,339-10.3% | $4,656+2.9% | $6,401-25.1% |
| Admin fee / account holder | $3,229 | $10,925-70.4% | $7,493-56.9% | $11,429-71.7% |