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 | $77,379 | $73,102+5.9% | $123,553-37.4% | $56,289+37.5% |
| Participation rate | 85.3% | 74.3%+11.0pp | 82.3%+3.0pp | 69.9%+15.4pp |
| Annual return | -2.77% | 3.01%-5.8pp | 119.21%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $9,068 | $2,977+204.6% | $4,628+95.9% | $2,111+329.5% |
| Participant deferral / active EE | $8,903 | $5,423+64.2% | $6,426+38.5% | $3,350+165.8% |
| Admin fee / account holder | $16,112 | $554+2809.7% | $9,284+73.5% | $521+2992.6% |