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 | $48,509 | $50,947-4.8% | $74,549-34.9% | $64,173-24.4% |
| Participation rate | 85.1% | 61.1%+24.0pp | 69.1%+16.0pp | 69.6%+15.5pp |
| Annual return | -4.75% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,406 | $1,115+115.7% | $1,961+22.7% | $2,381+1.1% |
| Participant deferral / active EE | $5,788 | $2,302+151.5% | $3,108+86.2% | $3,470+66.8% |
| Admin fee / account holder | $1,741 | $4,221-58.8% | $5,059-65.6% | $4,887-64.4% |