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 | $108,553 | $53,546+102.7% | $69,884+55.3% | $68,486+58.5% |
| Participation rate | 89.2% | 64.5%+24.7pp | 70.5%+18.8pp | 67.9%+21.3pp |
| Annual return | -15.97% | -13.87%-2.1pp | 190.81%-206.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,362 | $2,019+66.5% | $2,560+31.3% | $2,597+29.5% |
| Participant deferral / active EE | $7,498 | $2,957+153.6% | $3,848+94.9% | $4,028+86.2% |
| Admin fee / account holder | $5,926 | $4,693+26.3% | $6,266-5.4% | $5,404+9.7% |