Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,241 | $99,032-5.8% | $80,022+16.5% | $135,379-31.1% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -8.47% | 15.39%-23.9pp | 11.22%-19.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $2,045 | $3,043-32.8% | $2,468-17.2% | $4,779-57.2% |
| Participant deferral / active EE | $6,057 | $4,282+41.4% | $3,686+64.3% | $5,609+8.0% |
| Admin fee / account holder | $626 | $10,436-94.0% | $6,521-90.4% | $10,828-94.2% |