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 | $56,720 | $64,729-12.4% | $112,263-49.5% | $68,490-17.2% |
| Participation rate | 82.1% | 67.2%+14.9pp | 75.1%+7.0pp | 67.9%+14.2pp |
| Annual return | -14.56% | -11.40%-3.2pp | 27.49%-42.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,005 | $2,746-63.4% | $3,636-72.4% | $2,597-61.3% |
| Participant deferral / active EE | $3,350 | $3,566-6.1% | $4,729-29.2% | $4,028-16.8% |
| Admin fee / account holder | $3,345 | $5,222-35.9% | $6,410-47.8% | $5,403-38.1% |