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 | $72,369 | $53,546+35.2% | $69,890+3.5% | $68,490+5.7% |
| Participation rate | 96.2% | 64.5%+31.6pp | 70.5%+25.7pp | 67.9%+28.3pp |
| Annual return | -12.31% | -13.87%+1.6pp | 190.84%-203.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $4,479 | $2,019+121.8% | $2,560+74.9% | $2,597+72.5% |
| Participant deferral / active EE | $2,921 | $2,957-1.2% | $3,848-24.1% | $4,028-27.5% |
| Admin fee / account holder | $1,594 | $4,693-66.0% | $6,267-74.6% | $5,403-70.5% |