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 | $88,857 | $110,083-19.3% | $151,639-41.4% | $68,486+29.7% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -17.24% | -10.12%-7.1pp | 3.34%-20.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,964 | $4,470-56.1% | $6,165-68.1% | $2,597-24.4% |
| Participant deferral / active EE | $3,344 | $6,526-48.8% | $8,363-60.0% | $4,028-17.0% |
| Admin fee / account holder | $4,100 | $7,718-46.9% | $11,613-64.7% | $5,404-24.1% |