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 | $94,707 | $42,909+120.7% | $60,906+55.5% | $68,486+38.3% |
| Participation rate | 93.4% | 66.8%+26.7pp | 73.1%+20.3pp | 67.9%+25.5pp |
| Annual return | -15.32% | -13.99%-1.3pp | 16.94%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,940 | $1,979-1.9% | $2,703-28.2% | $2,597-25.3% |
| Participant deferral / active EE | $3,367 | $2,866+17.5% | $3,814-11.7% | $4,028-16.4% |
| Admin fee / account holder | $8,856 | $3,104+185.3% | $3,227+174.4% | $5,404+63.9% |