Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $101,191 | $64,729+56.3% | $112,263-9.9% | $68,490+47.7% |
| Participation rate | 91.0% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.1pp |
| Annual return | -12.33% | -11.40%-0.9pp | 27.49%-39.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $7,808 | $2,746+184.3% | $3,636+114.7% | $2,597+200.7% |
| Participant deferral / active EE | $8,619 | $3,566+141.7% | $4,729+82.2% | $4,028+114.0% |
| Admin fee / account holder | $5,841 | $5,222+11.9% | $6,410-8.9% | $5,403+8.1% |