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 | $99,167 | $64,719+53.2% | $112,249-11.7% | $68,486+44.8% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.1%+0.9pp | 67.9%+8.1pp |
| Annual return | -15.62% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,224 | $2,747-19.0% | $3,636-38.8% | $2,597-14.4% |
| Participant deferral / active EE | $4,704 | $3,565+31.9% | $4,729-0.5% | $4,028+16.8% |
| Admin fee / account holder | $5,250 | $5,232+0.3% | $6,412-18.1% | $5,404-2.8% |