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 | $80,845 | $131,835-38.7% | $108,582-25.5% | $273,972-70.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,628 | $4,913-46.5% | $3,758-30.1% | $4,869-46.0% |
| Participant deferral / active EE | $6,362 | $5,127+24.1% | $4,311+47.6% | $5,287+20.3% |
| Admin fee / account holder | $894 | $10,253-91.3% | $7,645-88.3% | $10,133-91.2% |