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 | $107,315 | $85,790+25.1% | $67,313+59.4% | $135,380-20.7% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -3.37% | -0.54%-2.8pp | -4.08%+0.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $2,758 | $3,487-20.9% | $2,566+7.5% | $4,779-42.3% |
| Participant deferral / active EE | $7,258 | $4,651+56.1% | $3,568+103.4% | $5,609+29.4% |
| Admin fee / account holder | $1,307 | $6,392-79.6% | $4,507-71.0% | $10,828-87.9% |