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 | $95,861 | $131,829-27.3% | $108,579-11.7% | $273,968-65.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.94% | -91.57%+101.5pp | -51.70%+61.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,614 | $4,912+14.3% | $3,758+49.4% | $4,869+15.3% |
| Participant deferral / active EE | $5,157 | $5,127+0.6% | $4,311+19.6% | $5,287-2.5% |
| Admin fee / account holder | $1,300 | $10,252-87.3% | $7,645-83.0% | $10,132-87.2% |