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 | $103,556 | $71,873+44.1% | $86,698+19.4% | $68,490+51.2% |
| Participation rate | 94.4% | 72.2%+22.1pp | 76.6%+17.8pp | 67.9%+26.5pp |
| Annual return | -8.68% | 3.54%-12.2pp | 35.96%-44.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $4,391 | $2,173+102.1% | $2,837+54.8% | $2,597+69.1% |
| Participant deferral / active EE | $3,119 | $3,779-17.5% | $4,656-33.0% | $4,028-22.6% |
| Admin fee / account holder | $15,201 | $6,110+148.8% | $7,492+102.9% | $5,403+181.3% |