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 | $102,978 | $100,792+2.2% | $86,691+18.8% | $134,509-23.4% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -12.42% | 29.08%-41.5pp | 35.94%-48.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $1,139 | $3,491-67.4% | $2,837-59.9% | $4,741-76.0% |
| Participant deferral / active EE | $5,429 | $5,339+1.7% | $4,656+16.6% | $6,400-15.2% |
| Admin fee / account holder | $3,172 | $10,924-71.0% | $7,492-57.7% | $11,427-72.2% |