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 | $50,203 | $127,387-60.6% | $115,038-56.4% | $125,389-60.0% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -2.35% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,310 | $5,166-55.3% | $4,608-49.9% | $4,866-52.5% |
| Participant deferral / active EE | $5,984 | $6,423-6.8% | $6,026-0.7% | $5,352+11.8% |
| Admin fee / account holder | $7,564 | $9,516-20.5% | $8,175-7.5% | $9,541-20.7% |