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 | $115,672 | $99,032+16.8% | $80,022+44.5% | $135,379-14.6% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -7.65% | 15.39%-23.0pp | 11.22%-18.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $1,519 | $3,043-50.1% | $2,468-38.5% | $4,779-68.2% |
| Participant deferral / active EE | $1,965 | $4,282-54.1% | $3,686-46.7% | $5,609-65.0% |
| Admin fee / account holder | $15,106 | $10,436+44.8% | $6,521+131.7% | $10,828+39.5% |