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 | $120,646 | $167,504-28.0% | $151,628-20.4% | $134,509-10.3% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.2pp |
| Annual return | -11.09% | 7.81%-18.9pp | 3.34%-14.4pp | 418.13%-429.2pp |
| Employer contribution / active EE | $5,769 | $6,828-15.5% | $6,165-6.4% | $4,741+21.7% |
| Participant deferral / active EE | $8,368 | $8,985-6.9% | $8,363+0.1% | $6,400+30.7% |
| Admin fee / account holder | $2,910 | $13,779-78.9% | $11,613-74.9% | $11,427-74.5% |