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 | $91,077 | $83,908+8.5% | $68,509+32.9% | $125,388-27.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -0.67% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,788 | $3,031-41.0% | $2,278-21.5% | $4,866-63.3% |
| Participant deferral / active EE | $3,923 | $4,125-4.9% | $3,382+16.0% | $5,352-26.7% |
| Admin fee / account holder | $22,208 | $8,982+147.2% | $5,275+321.0% | $9,541+132.8% |