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 | $84,582 | $64,719+30.7% | $112,249-24.6% | $68,486+23.5% |
| Participation rate | 86.7% | 67.2%+19.5pp | 75.1%+11.6pp | 67.9%+18.8pp |
| Annual return | -19.15% | -11.40%-7.8pp | 27.48%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $7,866 | $2,747+186.4% | $3,636+116.3% | $2,597+202.9% |
| Participant deferral / active EE | $3,304 | $3,565-7.3% | $4,729-30.1% | $4,028-18.0% |
| Admin fee / account holder | $7,283 | $5,232+39.2% | $6,412+13.6% | $5,404+34.8% |