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 | $97,320 | $92,219+5.5% | $76,767+26.8% | $135,380-28.1% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -3.18% | 5.46%-8.6pp | 2.43%-5.6pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,244 | $3,216-30.2% | $2,485-9.7% | $4,779-53.0% |
| Participant deferral / active EE | $3,066 | $4,508-32.0% | $3,852-20.4% | $5,609-45.3% |
| Admin fee / account holder | $8,649 | $10,749-19.5% | $6,675+29.6% | $10,828-20.1% |