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 | $68,345 | $64,729+5.6% | $112,263-39.1% | $68,490-0.2% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -15.22% | -11.40%-3.8pp | 27.49%-42.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,047 | $2,746+11.0% | $3,636-16.2% | $2,597+17.3% |
| Participant deferral / active EE | $4,607 | $3,566+29.2% | $4,729-2.6% | $4,028+14.4% |
| Admin fee / account holder | $4,663 | $5,222-10.7% | $6,410-27.3% | $5,403-13.7% |