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 | $117,485 | $127,387-7.8% | $115,038+2.1% | $125,389-6.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.88% | 31.28%-34.2pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $4,862 | $5,166-5.9% | $4,608+5.5% | $4,866-0.1% |
| Participant deferral / active EE | $4,792 | $6,423-25.4% | $6,026-20.5% | $5,352-10.5% |
| Admin fee / account holder | $28,431 | $9,516+198.8% | $8,175+247.8% | $9,541+198.0% |