Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,657 | $81,870+9.5% | $119,634-25.1% | $68,490+30.9% |
| Participation rate | 98.8% | 71.9%+26.9pp | 79.3%+19.5pp | 67.9%+30.9pp |
| Annual return | -13.90% | -23.82%+9.9pp | -14.98%+1.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $5,892 | $2,692+118.9% | $4,232+39.2% | $2,597+126.9% |
| Participant deferral / active EE | $5,482 | $4,148+32.2% | $5,601-2.1% | $4,028+36.1% |
| Admin fee / account holder | $4,858 | $6,583-26.2% | $10,329-53.0% | $5,403-10.1% |