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 | $71,922 | $77,817-7.6% | $123,553-41.8% | $64,173+12.1% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -3.62% | 12.49%-16.1pp | 119.21%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,665 | $3,014+21.6% | $4,628-20.8% | $2,381+53.9% |
| Participant deferral / active EE | $8,523 | $5,240+62.6% | $6,426+32.6% | $3,470+145.6% |
| Admin fee / account holder | $15,591 | $5,519+182.5% | $9,284+67.9% | $4,887+219.0% |