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 | $88,027 | $77,817+13.1% | $123,553-28.8% | $64,173+37.2% |
| Participation rate | 74.2% | 74.7%-0.5pp | 82.3%-8.1pp | 69.6%+4.7pp |
| Annual return | -7.34% | 12.49%-19.8pp | 119.21%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,685 | $3,014+22.3% | $4,628-20.4% | $2,381+54.8% |
| Participant deferral / active EE | $8,961 | $5,240+71.0% | $6,426+39.5% | $3,470+158.3% |
| Admin fee / account holder | $7,236 | $5,519+31.1% | $9,284-22.1% | $4,887+48.0% |