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 | $67,940 | $42,383+60.3% | $76,518-11.2% | $64,173+5.9% |
| Participation rate | 83.8% | 58.1%+25.6pp | 68.0%+15.8pp | 69.6%+14.2pp |
| Annual return | -5.72% | -16.54%+10.8pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,446 | $1,563-7.5% | $2,647-45.4% | $2,381-39.3% |
| Participant deferral / active EE | $7,623 | $2,566+197.0% | $3,836+98.7% | $3,470+119.7% |
| Admin fee / account holder | $1,305 | $3,198-59.2% | $4,849-73.1% | $4,887-73.3% |