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 | $113,354 | $90,448+25.3% | $93,786+20.9% | $134,545-15.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -13.56% | -15.71%+2.2pp | -11.32%-2.2pp | 418.37%-431.9pp |
| Employer contribution / active EE | $2,269 | $4,349-47.8% | $4,328-47.6% | $4,742-52.1% |
| Participant deferral / active EE | $4,370 | $5,983-27.0% | $6,100-28.4% | $6,401-31.7% |
| Admin fee / account holder | $23,554 | $9,232+155.1% | $7,184+227.9% | $11,431+106.1% |