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 | $100,885 | $82,674+22.0% | $125,381-19.5% | $68,486+47.3% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,843 | $3,382-15.9% | $4,815-41.0% | $2,597+9.5% |
| Participant deferral / active EE | $7,611 | $6,111+24.5% | $7,448+2.2% | $4,028+89.0% |
| Admin fee / account holder | $3,208 | $6,277-48.9% | $10,007-67.9% | $5,404-40.6% |