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 | $86,582 | $71,873+20.5% | $86,698-0.1% | $68,490+26.4% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.3pp |
| Annual return | -14.05% | 3.54%-17.6pp | 35.96%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $4,409 | $2,173+102.9% | $2,837+55.4% | $2,597+69.8% |
| Participant deferral / active EE | $6,225 | $3,779+64.7% | $4,656+33.7% | $4,028+54.5% |
| Admin fee / account holder | $12,858 | $6,110+110.4% | $7,492+71.6% | $5,403+138.0% |