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 | $91,049 | $72,404+25.8% | $110,241-17.4% | $64,181+41.9% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.1pp |
| Annual return | -4.48% | -6.29%+1.8pp | 314.75%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,745 | $2,282+20.3% | $3,827-28.3% | $2,381+15.3% |
| Participant deferral / active EE | $4,748 | $3,469+36.9% | $4,672+1.6% | $3,470+36.9% |
| Admin fee / account holder | $11,326 | $5,664+100.0% | $8,548+32.5% | $4,887+131.7% |