Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $84,453 | $81,870+3.2% | $119,634-29.4% | $68,490+23.3% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -18.10% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $5,031 | $2,692+86.9% | $4,232+18.9% | $2,597+93.8% |
| Participant deferral / active EE | $12,354 | $4,148+197.8% | $5,601+120.6% | $4,028+206.7% |
| Admin fee / account holder | $1,424 | $6,583-78.4% | $10,329-86.2% | $5,403-73.6% |