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 | $132,015 | $73,848+78.8% | $143,799-8.2% | $68,486+92.8% |
| Participation rate | 72.4% | 66.7%+5.8pp | 80.3%-7.9pp | 67.9%+4.6pp |
| Annual return | -8.84% | 0.91%-9.7pp | -0.04%-8.8pp | -7.85%-1.0pp |
| Employer contribution / active EE | $7,213 | $3,184+126.5% | $4,952+45.7% | $2,597+177.8% |
| Participant deferral / active EE | $4,515 | $3,385+33.4% | $5,638-19.9% | $4,028+12.1% |
| Admin fee / account holder | $2,568 | $5,755-55.4% | $14,677-82.5% | $5,404-52.5% |