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 | $106,249 | $131,835-19.4% | $108,582-2.1% | $273,972-61.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 6.53% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,855 | $4,913-21.5% | $3,758+2.6% | $4,869-20.8% |
| Participant deferral / active EE | $7,675 | $5,127+49.7% | $4,311+78.0% | $5,287+45.2% |
| Admin fee / account holder | $1,957 | $10,253-80.9% | $7,645-74.4% | $10,133-80.7% |