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 | $77,405 | $57,352+35.0% | $83,830-7.7% | $64,173+20.6% |
| Participation rate | 91.2% | 68.6%+22.6pp | 76.1%+15.0pp | 69.6%+21.6pp |
| Annual return | -6.03% | 11.38%-17.4pp | 850.97%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,653 | $2,546-35.1% | $3,631-54.5% | $2,381-30.6% |
| Participant deferral / active EE | $4,176 | $2,993+39.5% | $4,082+2.3% | $3,470+20.3% |
| Admin fee / account holder | $940 | $4,046-76.8% | $5,479-82.8% | $4,887-80.8% |