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 | $119,579 | $110,083+8.6% | $151,628-21.1% | $68,495+74.6% |
| Participation rate | 95.7% | 84.0%+11.8pp | 87.5%+8.2pp | 67.9%+27.8pp |
| Annual return | -4.93% | -10.12%+5.2pp | 3.34%-8.3pp | -7.84%+2.9pp |
| Employer contribution / active EE | $6,471 | $4,470+44.8% | $6,165+5.0% | $2,596+149.2% |
| Participant deferral / active EE | $9,832 | $6,526+50.6% | $8,363+17.6% | $4,028+144.1% |
| Admin fee / account holder | $4,361 | $7,718-43.5% | $11,613-62.4% | $5,403-19.3% |