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 | $118,359 | $127,100-6.9% | $105,738+11.9% | $135,379-12.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | -4.45% | 4.49%-8.9pp | 6.27%-10.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $2,189 | $4,107-46.7% | $3,268-33.0% | $4,779-54.2% |
| Participant deferral / active EE | $7,836 | $5,064+54.7% | $4,080+92.1% | $5,609+39.7% |
| Admin fee / account holder | $2,385 | $9,087-73.8% | $6,913-65.5% | $10,828-78.0% |