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 | $94,883 | $105,866-10.4% | $90,766+4.5% | $134,545-29.5% |
| Participation rate | 92.3% | 78.3%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -16.66% | -10.99%-5.7pp | -12.16%-4.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,737 | $3,464-49.9% | $2,922-40.6% | $4,742-63.4% |
| Participant deferral / active EE | $5,100 | $5,217-2.2% | $4,565+11.7% | $6,401-20.3% |
| Admin fee / account holder | $1,125 | $13,938-91.9% | $8,446-86.7% | $11,431-90.2% |