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 | $101,243 | $73,863+37.1% | $143,797-29.6% | $68,490+47.8% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -15.06% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $9,198 | $3,185+188.8% | $4,952+85.7% | $2,597+254.2% |
| Participant deferral / active EE | $3,273 | $3,385-3.3% | $5,638-42.0% | $4,028-18.7% |
| Admin fee / account holder | $17,453 | $5,756+203.2% | $14,679+18.9% | $5,403+223.0% |