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 | $90,099 | $59,819+50.6% | $79,583+13.2% | $68,490+31.6% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.5%+26.8pp | 67.9%+28.4pp |
| Annual return | -18.47% | -12.30%-6.2pp | 0.16%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,938 | $1,505+28.8% | $2,414-19.7% | $2,597-25.4% |
| Participant deferral / active EE | $5,248 | $3,025+73.5% | $3,986+31.7% | $4,028+30.3% |
| Admin fee / account holder | $807 | $4,835-83.3% | $6,835-88.2% | $5,403-85.1% |