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 | $80,616 | $73,019+10.4% | $90,766-11.2% | $68,490+17.7% |
| Participation rate | 73.1% | 70.8%+2.3pp | 75.7%-2.6pp | 67.9%+5.2pp |
| Annual return | -13.67% | -13.81%+0.1pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,833 | $2,193-16.4% | $2,922-37.3% | $2,597-29.4% |
| Participant deferral / active EE | $3,637 | $3,626+0.3% | $4,565-20.3% | $4,028-9.7% |
| Admin fee / account holder | $1,587 | $5,897-73.1% | $8,446-81.2% | $5,403-70.6% |