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 | $88,596 | $82,678+7.2% | $125,391-29.3% | $68,490+29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,855 | $3,382-45.2% | $4,816-61.5% | $2,597-28.6% |
| Participant deferral / active EE | $8,950 | $6,111+46.5% | $7,448+20.2% | $4,028+122.2% |
| Admin fee / account holder | $6,856 | $6,277+9.2% | $10,009-31.5% | $5,403+26.9% |