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 | $85,906 | $42,909+100.2% | $60,906+41.0% | $68,486+25.4% |
| Participation rate | 72.1% | 66.8%+5.4pp | 73.1%-1.0pp | 67.9%+4.2pp |
| Annual return | -16.02% | -13.99%-2.0pp | 16.94%-33.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $6,852 | $1,979+246.3% | $2,703+153.5% | $2,597+163.9% |
| Participant deferral / active EE | $11,408 | $2,866+298.0% | $3,814+199.1% | $4,028+183.2% |
| Admin fee / account holder | $14,504 | $3,104+367.3% | $3,227+349.4% | $5,404+168.4% |