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 | $102,188 | $76,912+32.9% | $129,118-20.9% | $68,490+49.2% |
| Participation rate | 87.5% | 69.1%+18.4pp | 77.2%+10.3pp | 67.9%+19.6pp |
| Annual return | -16.04% | -9.78%-6.3pp | -10.94%-5.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,061 | $3,243-36.4% | $5,051-59.2% | $2,597-20.6% |
| Participant deferral / active EE | $5,235 | $4,732+10.6% | $6,539-19.9% | $4,028+30.0% |
| Admin fee / account holder | $8,041 | $6,638+21.1% | $14,305-43.8% | $5,403+48.8% |