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 | $82,948 | $71,872+15.4% | $86,691-4.3% | $68,495+21.1% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -16.08% | 3.53%-19.6pp | 35.94%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $10,965 | $2,173+404.6% | $2,837+286.5% | $2,596+322.3% |
| Participant deferral / active EE | $7,504 | $3,779+98.6% | $4,656+61.2% | $4,028+86.3% |
| Admin fee / account holder | $5,964 | $6,112-2.4% | $7,492-20.4% | $5,403+10.4% |