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 | $72,058 | $42,917+67.9% | $60,899+18.3% | $68,495+5.2% |
| Participation rate | 89.7% | 66.8%+23.0pp | 73.1%+16.6pp | 67.9%+21.9pp |
| Annual return | -18.65% | -13.99%-4.7pp | 16.92%-35.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,518 | $1,979+128.4% | $2,702+67.2% | $2,596+74.0% |
| Participant deferral / active EE | $3,279 | $2,867+14.4% | $3,817-14.1% | $4,028-18.6% |
| Admin fee / account holder | $5,679 | $3,102+83.1% | $3,225+76.1% | $5,403+5.1% |