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 | $96,733 | $56,339+71.7% | $104,299-7.3% | $68,490+41.2% |
| Participation rate | 93.8% | 63.3%+30.5pp | 73.3%+20.5pp | 67.9%+25.9pp |
| Annual return | -16.66% | -9.19%-7.5pp | 24.62%-41.3pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,396 | $1,960+22.2% | $3,373-29.0% | $2,597-7.7% |
| Participant deferral / active EE | $6,355 | $3,077+106.5% | $4,626+37.4% | $4,028+57.8% |
| Admin fee / account holder | $2,094 | $4,902-57.3% | $7,339-71.5% | $5,403-61.2% |