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 | $88,887 | $73,863+20.3% | $143,797-38.2% | $68,490+29.8% |
| Participation rate | 98.5% | 66.7%+31.8pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -4.77% | 0.91%-5.7pp | -0.04%-4.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $4,709 | $3,185+47.9% | $4,952-4.9% | $2,597+81.3% |
| Participant deferral / active EE | $4,490 | $3,385+32.7% | $5,638-20.4% | $4,028+11.5% |
| Admin fee / account holder | $2,121 | $5,756-63.2% | $14,679-85.6% | $5,403-60.7% |