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 | $69,474 | $42,909+61.9% | $60,906+14.1% | $68,486+1.4% |
| Participation rate | 94.1% | 66.8%+27.3pp | 73.1%+21.0pp | 67.9%+26.2pp |
| Annual return | -8.67% | -13.99%+5.3pp | 16.94%-25.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $1,355 | $1,979-31.5% | $2,703-49.9% | $2,597-47.8% |
| Participant deferral / active EE | $1,738 | $2,866-39.4% | $3,814-54.4% | $4,028-56.9% |
| Admin fee / account holder | $2,812 | $3,104-9.4% | $3,227-12.9% | $5,404-48.0% |