Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,122 | $81,870+17.4% | $119,634-19.7% | $68,490+40.3% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+15.0pp | 67.9%+26.3pp |
| Annual return | -13.84% | -23.82%+10.0pp | -14.98%+1.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,415 | $2,692-47.4% | $4,232-66.6% | $2,597-45.5% |
| Participant deferral / active EE | $4,809 | $4,148+15.9% | $5,601-14.1% | $4,028+19.4% |
| Admin fee / account holder | $9,146 | $6,583+38.9% | $10,329-11.4% | $5,403+69.3% |