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 | $102,473 | $95,917+6.8% | $79,583+28.8% | $134,545-23.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -16.98% | -2.70%-14.3pp | 0.16%-17.1pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,778 | $3,129-11.2% | $2,414+15.1% | $4,742-41.4% |
| Participant deferral / active EE | $5,262 | $4,694+12.1% | $3,986+32.0% | $6,401-17.8% |
| Admin fee / account holder | $1,356 | $9,132-85.2% | $6,835-80.2% | $11,431-88.1% |