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 | $83,486 | $77,817+7.3% | $123,553-32.4% | $64,173+30.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.96% | 12.49%-18.4pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,973 | $3,014+164.5% | $4,628+72.3% | $2,381+234.9% |
| Participant deferral / active EE | $3,332 | $5,240-36.4% | $6,426-48.2% | $3,470-4.0% |
| Admin fee / account holder | $4,647 | $5,519-15.8% | $9,284-49.9% | $4,887-4.9% |