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 | $105,880 | $64,729+63.6% | $112,263-5.7% | $68,490+54.6% |
| Participation rate | 88.1% | 67.2%+20.9pp | 75.1%+13.0pp | 67.9%+20.2pp |
| Annual return | -15.97% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,151 | $2,746+51.2% | $3,636+14.2% | $2,597+59.9% |
| Participant deferral / active EE | $5,588 | $3,566+56.7% | $4,729+18.2% | $4,028+38.7% |
| Admin fee / account holder | $24,481 | $5,222+368.8% | $6,410+281.9% | $5,403+353.1% |