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 | $120,640 | $42,383+184.6% | $76,518+57.7% | $64,173+88.0% |
| Participation rate | 92.6% | 58.1%+34.4pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | -5.27% | -16.54%+11.3pp | -0.27%-5.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,631 | $1,563+68.3% | $2,647-0.6% | $2,381+10.5% |
| Participant deferral / active EE | $7,298 | $2,566+184.4% | $3,836+90.3% | $3,470+110.3% |
| Admin fee / account holder | $17,786 | $3,198+456.2% | $4,849+266.8% | $4,887+263.9% |