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 | $67,895 | $71,873-5.5% | $86,698-21.7% | $68,490-0.9% |
| Participation rate | 84.1% | 72.2%+11.8pp | 76.6%+7.5pp | 67.9%+16.2pp |
| Annual return | -17.09% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,331 | $2,173+7.3% | $2,837-17.8% | $2,597-10.2% |
| Participant deferral / active EE | $5,112 | $3,779+35.3% | $4,656+9.8% | $4,028+26.9% |
| Admin fee / account holder | $4,604 | $6,110-24.7% | $7,492-38.5% | $5,403-14.8% |