Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,739 | $77,817+25.6% | $123,553-20.9% | $64,173+52.3% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+12.0pp |
| Annual return | -5.46% | 12.49%-17.9pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,223 | $3,014+6.9% | $4,628-30.4% | $2,381+35.4% |
| Participant deferral / active EE | $7,278 | $5,240+38.9% | $6,426+13.3% | $3,470+109.8% |
| Admin fee / account holder | $8,991 | $5,519+62.9% | $9,284-3.2% | $4,887+84.0% |