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 | $61,982 | $61,660+0.5% | $80,022-22.5% | $64,181-3.4% |
| Participation rate | 70.7% | 71.7%-1.0pp | 75.8%-5.1pp | 69.6%+1.2pp |
| Annual return | -7.15% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,127 | $1,810-37.7% | $2,468-54.3% | $2,381-52.6% |
| Participant deferral / active EE | $1,831 | $2,968-38.3% | $3,686-50.3% | $3,470-47.2% |
| Admin fee / account holder | $2,696 | $5,417-50.2% | $6,521-58.7% | $4,887-44.8% |