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 | $69,377 | $71,873-3.5% | $86,698-20.0% | $68,490+1.3% |
| Participation rate | 80.4% | 72.2%+8.2pp | 76.6%+3.8pp | 67.9%+12.5pp |
| Annual return | -13.54% | 3.54%-17.1pp | 35.96%-49.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $2,308 | $2,173+6.2% | $2,837-18.6% | $2,597-11.1% |
| Participant deferral / active EE | $7,922 | $3,779+109.6% | $4,656+70.1% | $4,028+96.7% |
| Admin fee / account holder | $2,169 | $6,110-64.5% | $7,492-71.0% | $5,403-59.9% |