Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,275 | $59,813+35.9% | $79,580+2.1% | $68,486+18.7% |
| Participation rate | 84.4% | 61.1%+23.4pp | 69.5%+15.0pp | 67.9%+16.6pp |
| Annual return | -15.09% | -12.30%-2.8pp | 0.15%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,099 | $1,505+39.4% | $2,413-13.0% | $2,597-19.2% |
| Participant deferral / active EE | $2,970 | $3,024-1.8% | $3,985-25.5% | $4,028-26.3% |
| Admin fee / account holder | $26,299 | $4,835+444.0% | $6,835+284.8% | $5,404+386.7% |