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 | $93,496 | $42,910+117.9% | $60,919+53.5% | $68,490+36.5% |
| Participation rate | 87.9% | 66.8%+21.1pp | 73.1%+14.8pp | 67.9%+20.0pp |
| Annual return | -13.21% | -13.99%+0.8pp | 16.96%-30.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,428 | $1,978+22.7% | $2,704-10.2% | $2,597-6.5% |
| Participant deferral / active EE | $6,801 | $2,866+137.3% | $3,814+78.3% | $4,028+68.9% |
| Admin fee / account holder | $3,583 | $3,104+15.4% | $3,228+11.0% | $5,403-33.7% |