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 | $90,340 | $167,503-46.1% | $151,627-40.4% | $134,493-32.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.04% | 7.80%-21.8pp | 3.33%-17.4pp | 418.01%-432.1pp |
| Employer contribution / active EE | $3,417 | $6,829-50.0% | $6,166-44.6% | $4,740-27.9% |
| Participant deferral / active EE | $5,400 | $8,985-39.9% | $8,363-35.4% | $6,400-15.6% |
| Admin fee / account holder | $1,257 | $13,777-90.9% | $11,612-89.2% | $11,425-89.0% |