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 | $83,758 | $81,870+2.3% | $119,634-30.0% | $68,490+22.3% |
| Participation rate | 91.9% | 71.9%+20.0pp | 79.3%+12.6pp | 67.9%+24.0pp |
| Annual return | -17.30% | -23.82%+6.5pp | -14.98%-2.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,893 | $2,692+81.8% | $4,232+15.6% | $2,597+88.4% |
| Participant deferral / active EE | $4,258 | $4,148+2.6% | $5,601-24.0% | $4,028+5.7% |
| Admin fee / account holder | $1,330 | $6,583-79.8% | $10,329-87.1% | $5,403-75.4% |