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 | $88,571 | $92,219-4.0% | $76,767+15.4% | $135,380-34.6% |
| Participation rate | 70.6% | 79.8%-9.2pp | 77.0%-6.4pp | 82.6%-12.1pp |
| Annual return | -4.57% | 5.46%-10.0pp | 2.43%-7.0pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,098 | $3,216-65.8% | $2,485-55.8% | $4,779-77.0% |
| Participant deferral / active EE | $4,088 | $4,508-9.3% | $3,852+6.1% | $5,609-27.1% |
| Admin fee / account holder | $7,368 | $10,749-31.5% | $6,675+10.4% | $10,828-32.0% |