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 | $38,831 | $131,835-70.5% | $108,582-64.2% | $273,972-85.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 9.99% | -91.57%+101.6pp | -51.70%+61.7pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,713 | $4,913-44.8% | $3,758-27.8% | $4,869-44.3% |
| Participant deferral / active EE | $6,451 | $5,127+25.8% | $4,311+49.7% | $5,287+22.0% |
| Admin fee / account holder | $1,251 | $10,253-87.8% | $7,645-83.6% | $10,133-87.7% |