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 | $114,512 | $59,819+91.4% | $79,583+43.9% | $68,490+67.2% |
| Participation rate | 72.1% | 61.1%+11.0pp | 69.5%+2.6pp | 67.9%+4.2pp |
| Annual return | -15.91% | -12.30%-3.6pp | 0.16%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,963 | $1,505+30.4% | $2,414-18.7% | $2,597-24.4% |
| Participant deferral / active EE | $5,955 | $3,025+96.9% | $3,986+49.4% | $4,028+47.8% |
| Admin fee / account holder | $11,191 | $4,835+131.4% | $6,835+63.7% | $5,403+107.1% |