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 | $110,065 | $73,848+49.0% | $143,799-23.5% | $68,486+60.7% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.5pp | 67.9%+15.0pp |
| Annual return | -15.32% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,777 | $3,184+50.0% | $4,952-3.5% | $2,597+84.0% |
| Participant deferral / active EE | $4,614 | $3,385+36.3% | $5,638-18.2% | $4,028+14.6% |
| Admin fee / account holder | $13,815 | $5,755+140.1% | $14,677-5.9% | $5,404+155.7% |