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 | $159,791 | $110,083+45.2% | $151,645+5.4% | $68,490+133.3% |
| Participation rate | 84.7% | 84.0%+0.8pp | 87.5%-2.8pp | 67.9%+16.8pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,878 | $4,470+31.5% | $6,165-4.7% | $2,597+126.4% |
| Participant deferral / active EE | $8,876 | $6,526+36.0% | $8,363+6.1% | $4,028+120.4% |
| Admin fee / account holder | $3,852 | $7,718-50.1% | $11,614-66.8% | $5,403-28.7% |