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 | $100,792 | $110,083-8.4% | $151,645-33.5% | $68,490+47.2% |
| Participation rate | 85.2% | 84.0%+1.2pp | 87.5%-2.3pp | 67.9%+17.3pp |
| Annual return | -13.72% | -10.12%-3.6pp | 3.34%-17.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,903 | $4,470-12.7% | $6,165-36.7% | $2,597+50.3% |
| Participant deferral / active EE | $4,604 | $6,526-29.5% | $8,363-44.9% | $4,028+14.3% |
| Admin fee / account holder | $8,635 | $7,718+11.9% | $11,614-25.6% | $5,403+59.8% |