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 | $93,524 | $87,016+7.5% | $63,244+47.9% | $125,388-25.4% |
| Participation rate | 85.7% | 77.1%+8.7pp | 71.0%+14.7pp | 83.2%+2.5pp |
| Annual return | -1.46% | 21.71%-23.2pp | -70.31%+68.8pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,325 | $3,601-35.4% | $2,322+0.1% | $4,866-52.2% |
| Participant deferral / active EE | $9,345 | $3,939+137.2% | $2,953+216.4% | $5,352+74.6% |
| Admin fee / account holder | $760 | $11,954-93.6% | $5,893-87.1% | $9,541-92.0% |