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 | $87,225 | $77,817+12.1% | $123,553-29.4% | $64,173+35.9% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.1pp |
| Annual return | -5.78% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,678 | $3,014-11.1% | $4,628-42.1% | $2,381+12.5% |
| Participant deferral / active EE | $6,745 | $5,240+28.7% | $6,426+5.0% | $3,470+94.4% |
| Admin fee / account holder | $6,024 | $5,519+9.2% | $9,284-35.1% | $4,887+23.3% |