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 | $68,790 | $59,813+15.0% | $79,580-13.6% | $68,486+0.4% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -5.79% | -12.30%+6.5pp | 0.15%-5.9pp | -7.85%+2.1pp |
| Employer contribution / active EE | $2,976 | $1,505+97.8% | $2,413+23.3% | $2,597+14.6% |
| Participant deferral / active EE | $5,044 | $3,024+66.8% | $3,985+26.6% | $4,028+25.2% |
| Admin fee / account holder | $6,435 | $4,835+33.1% | $6,835-5.9% | $5,404+19.1% |