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 | $90,907 | $72,404+25.6% | $110,241-17.5% | $64,181+41.6% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -5.97% | -6.29%+0.3pp | 314.75%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $9,345 | $2,282+309.6% | $3,827+144.2% | $2,381+292.5% |
| Participant deferral / active EE | $5,988 | $3,469+72.6% | $4,672+28.2% | $3,470+72.6% |
| Admin fee / account holder | $7,504 | $5,664+32.5% | $8,548-12.2% | $4,887+53.5% |