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 | $86,733 | $71,878+20.7% | $86,6980% | $68,486+26.6% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -12.39% | 3.53%-15.9pp | 35.95%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,235 | $2,173+2.8% | $2,837-21.2% | $2,597-13.9% |
| Participant deferral / active EE | $8,012 | $3,779+112.0% | $4,656+72.1% | $4,028+98.9% |
| Admin fee / account holder | $7,480 | $6,113+22.4% | $7,493-0.2% | $5,404+38.4% |