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 | $107,240 | $133,998-20.0% | $112,263-4.5% | $134,545-20.3% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -16.62% | 47.17%-63.8pp | 27.49%-44.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,622 | $4,040-35.1% | $3,636-27.9% | $4,742-44.7% |
| Participant deferral / active EE | $5,682 | $5,292+7.4% | $4,729+20.2% | $6,401-11.2% |
| Admin fee / account holder | $5,298 | $7,493-29.3% | $6,410-17.4% | $11,431-53.7% |