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 | $89,829 | $82,674+8.7% | $125,381-28.4% | $68,486+31.2% |
| Participation rate | 87.8% | 75.1%+12.7pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,931 | $3,382+16.2% | $4,815-18.4% | $2,597+51.4% |
| Participant deferral / active EE | $5,709 | $6,111-6.6% | $7,448-23.4% | $4,028+41.7% |
| Admin fee / account holder | $1,222 | $6,277-80.5% | $10,007-87.8% | $5,404-77.4% |