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 | $75,213 | $77,817-3.3% | $123,553-39.1% | $64,173+17.2% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -5.70% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,883 | $3,014-4.3% | $4,628-37.7% | $2,381+21.1% |
| Participant deferral / active EE | $7,410 | $5,240+41.4% | $6,426+15.3% | $3,470+113.6% |
| Admin fee / account holder | $6,564 | $5,519+18.9% | $9,284-29.3% | $4,887+34.3% |