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 | $117,062 | $92,219+26.9% | $76,767+52.5% | $135,380-13.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,690 | $3,216-47.5% | $2,485-32.0% | $4,779-64.6% |
| Participant deferral / active EE | $4,029 | $4,508-10.6% | $3,852+4.6% | $5,609-28.2% |
| Admin fee / account holder | $971 | $10,749-91.0% | $6,675-85.5% | $10,828-91.0% |