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 | $88,053 | $42,383+107.8% | $76,518+15.1% | $64,173+37.2% |
| Participation rate | 93.8% | 58.1%+35.6pp | 68.0%+25.8pp | 69.6%+24.2pp |
| Annual return | -7.33% | -16.54%+9.2pp | -0.27%-7.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,349 | $1,563+242.2% | $2,647+102.1% | $2,381+124.7% |
| Participant deferral / active EE | $5,563 | $2,566+116.7% | $3,836+45.0% | $3,470+60.3% |
| Admin fee / account holder | $3,179 | $3,198-0.6% | $4,849-34.4% | $4,887-35.0% |