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 | $132,624 | $81,870+62.0% | $119,634+10.9% | $68,490+93.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.91% | -23.82%+6.9pp | -14.98%-1.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,515 | $2,692-6.6% | $4,232-40.6% | $2,597-3.2% |
| Participant deferral / active EE | $5,706 | $4,148+37.6% | $5,601+1.9% | $4,028+41.7% |
| Admin fee / account holder | $1,911 | $6,583-71.0% | $10,329-81.5% | $5,403-64.6% |