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 | $130,501 | $81,870+59.4% | $119,634+9.1% | $68,490+90.5% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -15.49% | -23.82%+8.3pp | -14.98%-0.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,161 | $2,692-56.9% | $4,232-72.6% | $2,597-55.3% |
| Participant deferral / active EE | $7,868 | $4,148+89.7% | $5,601+40.5% | $4,028+95.3% |
| Admin fee / account holder | $5,083 | $6,583-22.8% | $10,329-50.8% | $5,403-5.9% |