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 | $81,282 | $73,839+10.1% | $143,788-43.5% | $68,495+18.7% |
| Participation rate | 96.6% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -16.97% | 1.01%-18.0pp | -0.03%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,792 | $3,184+19.1% | $4,952-23.4% | $2,596+46.1% |
| Participant deferral / active EE | $4,799 | $3,384+41.8% | $5,638-14.9% | $4,028+19.2% |
| Admin fee / account holder | $8,090 | $5,755+40.6% | $14,675-44.9% | $5,403+49.7% |