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 | $115,494 | $95,917+20.4% | $79,583+45.1% | $134,545-14.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -18.11% | -2.70%-15.4pp | 0.16%-18.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,420 | $3,129+9.3% | $2,414+41.7% | $4,742-27.9% |
| Participant deferral / active EE | $8,404 | $4,694+79.0% | $3,986+110.8% | $6,401+31.3% |
| Admin fee / account holder | $10,618 | $9,132+16.3% | $6,835+55.3% | $11,431-7.1% |