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 | $111,228 | $73,863+50.6% | $143,797-22.6% | $68,490+62.4% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -17.12% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,479 | $3,185-22.2% | $4,952-49.9% | $2,597-4.5% |
| Participant deferral / active EE | $3,980 | $3,385+17.6% | $5,638-29.4% | $4,028-1.2% |
| Admin fee / account holder | $1,585 | $5,756-72.5% | $14,679-89.2% | $5,403-70.7% |