Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,189 | $73,019+35.8% | $90,766+9.3% | $68,490+44.8% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -16.61% | -13.81%-2.8pp | -12.16%-4.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,655 | $2,193+21.1% | $2,922-9.1% | $2,597+2.3% |
| Participant deferral / active EE | $4,096 | $3,626+12.9% | $4,565-10.3% | $4,028+1.7% |
| Admin fee / account holder | $778 | $5,897-86.8% | $8,446-90.8% | $5,403-85.6% |