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 | $135,049 | $110,083+22.7% | $151,645-10.9% | $68,490+97.2% |
| Participation rate | 78.0% | 84.0%-5.9pp | 87.5%-9.5pp | 67.9%+10.1pp |
| Annual return | -18.28% | -10.12%-8.2pp | 3.34%-21.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $5,549 | $4,470+24.1% | $6,165-10.0% | $2,597+113.7% |
| Participant deferral / active EE | $14,003 | $6,526+114.6% | $8,363+67.4% | $4,028+247.7% |
| Admin fee / account holder | $8,531 | $7,718+10.5% | $11,614-26.5% | $5,403+57.9% |