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 | $51,659 | $62,583-17.5% | $76,767-32.7% | $64,173-19.5% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.5pp | 69.6%+19.9pp |
| Annual return | -7.10% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,117 | $1,832+15.6% | $2,485-14.8% | $2,381-11.1% |
| Participant deferral / active EE | $2,789 | $3,145-11.3% | $3,852-27.6% | $3,470-19.6% |
| Admin fee / account holder | $1,711 | $4,667-63.3% | $6,675-74.4% | $4,887-65.0% |