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 | $92,979 | $73,863+25.9% | $143,797-35.3% | $68,490+35.8% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -17.43% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,972 | $3,185+24.7% | $4,952-19.8% | $2,597+53.0% |
| Participant deferral / active EE | $8,337 | $3,385+146.3% | $5,638+47.9% | $4,028+107.0% |
| Admin fee / account holder | $2,334 | $5,756-59.4% | $14,679-84.1% | $5,403-56.8% |