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 | $88,179 | $64,729+36.2% | $112,263-21.5% | $68,490+28.7% |
| Participation rate | 91.2% | 67.2%+24.0pp | 75.1%+16.1pp | 67.9%+23.3pp |
| Annual return | -14.92% | -11.40%-3.5pp | 27.49%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $16,341 | $2,746+495.1% | $3,636+349.4% | $2,597+529.3% |
| Participant deferral / active EE | $1,734 | $3,566-51.4% | $4,729-63.3% | $4,028-57.0% |
| Admin fee / account holder | $8,499 | $5,222+62.8% | $6,410+32.6% | $5,403+57.3% |