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 | $63,068 | $92,219-31.6% | $76,767-17.8% | $135,380-53.4% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -5.71% | 5.46%-11.2pp | 2.43%-8.1pp | 519.81%-525.5pp |
| Employer contribution / active EE | $4,909 | $3,216+52.6% | $2,485+97.5% | $4,779+2.7% |
| Participant deferral / active EE | $10,190 | $4,508+126.0% | $3,852+164.6% | $5,609+81.7% |
| Admin fee / account holder | $6,685 | $10,749-37.8% | $6,675+0.1% | $10,828-38.3% |