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 | $49,892 | $46,697+6.8% | $117,529-57.5% | $68,490-27.2% |
| Participation rate | 84.8% | 56.8%+28.1pp | 70.6%+14.2pp | 67.9%+17.0pp |
| Annual return | -18.68% | -14.52%-4.2pp | 29.77%-48.4pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,958 | $1,506+162.9% | $4,179-5.3% | $2,597+52.4% |
| Participant deferral / active EE | $2,268 | $2,637-14.0% | $4,072-44.3% | $4,028-43.7% |
| Admin fee / account holder | $7,327 | $4,023+82.1% | $5,645+29.8% | $5,403+35.6% |