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 | $90,815 | $64,729+40.3% | $112,263-19.1% | $68,490+32.6% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -11.42% | -11.40%0pp | 27.49%-38.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $4,471 | $2,746+62.8% | $3,636+23.0% | $2,597+72.2% |
| Participant deferral / active EE | $2,454 | $3,566-31.2% | $4,729-48.1% | $4,028-39.1% |
| Admin fee / account holder | $11,200 | $5,222+114.5% | $6,410+74.7% | $5,403+107.3% |