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 | $96,025 | $100,811-4.7% | $86,698+10.8% | $134,545-28.6% |
| Participation rate | 95.8% | 79.0%+16.9pp | 76.6%+19.2pp | 81.2%+14.6pp |
| Annual return | -14.62% | 29.11%-43.7pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $5,000 | $3,490+43.3% | $2,837+76.3% | $4,742+5.5% |
| Participant deferral / active EE | $2,197 | $5,339-58.8% | $4,656-52.8% | $6,401-65.7% |
| Admin fee / account holder | $14,395 | $10,926+31.7% | $7,492+92.1% | $11,431+25.9% |