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 | $77,622 | $79,633-2.5% | $93,759-17.2% | $68,486+13.3% |
| Participation rate | 95.7% | 75.4%+20.4pp | 81.0%+14.8pp | 67.9%+27.9pp |
| Annual return | -16.89% | -0.10%-16.8pp | -11.33%-5.6pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,135 | $3,665-14.5% | $4,324-27.5% | $2,597+20.7% |
| Participant deferral / active EE | $9,619 | $5,158+86.5% | $6,096+57.8% | $4,028+138.8% |
| Admin fee / account holder | $1,238 | $6,871-82.0% | $7,197-82.8% | $5,404-77.1% |