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 | $104,946 | $105,861-0.9% | $90,756+15.6% | $134,509-22.0% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -19.72% | -10.99%-8.7pp | -12.16%-7.6pp | 418.13%-437.9pp |
| Employer contribution / active EE | $2,650 | $3,463-23.5% | $2,922-9.3% | $4,741-44.1% |
| Participant deferral / active EE | $7,076 | $5,217+35.6% | $4,565+55.0% | $6,400+10.6% |
| Admin fee / account holder | $4,850 | $13,938-65.2% | $8,445-42.6% | $11,427-57.6% |