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 | $134,637 | $73,848+82.3% | $143,799-6.4% | $68,486+96.6% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -13.55% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $8,667 | $3,184+172.2% | $4,952+75.0% | $2,597+233.8% |
| Participant deferral / active EE | $6,689 | $3,385+97.6% | $5,638+18.6% | $4,028+66.1% |
| Admin fee / account holder | $15,526 | $5,755+169.8% | $14,677+5.8% | $5,404+187.3% |