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 | $52,126 | $77,817-33.0% | $123,553-57.8% | $64,173-18.8% |
| Participation rate | 75.9% | 74.7%+1.2pp | 82.3%-6.4pp | 69.6%+6.3pp |
| Annual return | -7.53% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,607 | $3,014-13.5% | $4,628-43.7% | $2,381+9.5% |
| Participant deferral / active EE | $5,365 | $5,240+2.4% | $6,426-16.5% | $3,470+54.6% |
| Admin fee / account holder | $2,127 | $5,519-61.5% | $9,284-77.1% | $4,887-56.5% |