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 | $106,609 | $90,467+17.8% | $93,759+13.7% | $134,532-20.8% |
| Participation rate | 92.9% | 82.0%+10.9pp | 81.0%+11.9pp | 81.2%+11.6pp |
| Annual return | -19.46% | -15.72%-3.7pp | -11.33%-8.1pp | 418.27%-437.7pp |
| Employer contribution / active EE | $7,466 | $4,345+71.8% | $4,324+72.7% | $4,741+57.5% |
| Participant deferral / active EE | $6,169 | $5,980+3.2% | $6,096+1.2% | $6,401-3.6% |
| Admin fee / account holder | $16,168 | $9,258+74.6% | $7,197+124.6% | $11,429+41.5% |