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 | $87,074 | $133,981-35.0% | $112,249-22.4% | $134,532-35.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -14.74% | 47.16%-61.9pp | 27.48%-42.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,911 | $4,040-52.7% | $3,636-47.4% | $4,741-59.7% |
| Participant deferral / active EE | $5,885 | $5,292+11.2% | $4,729+24.5% | $6,401-8.1% |
| Admin fee / account holder | $1,981 | $7,492-73.6% | $6,412-69.1% | $11,429-82.7% |