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 | $74,431 | $50,947+46.1% | $74,551-0.2% | $64,173+16.0% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.1%+1.3pp | 69.6%+0.9pp |
| Annual return | -6.97% | -1.85%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $955 | $1,115-14.4% | $1,961-51.3% | $2,381-59.9% |
| Participant deferral / active EE | $2,068 | $2,302-10.1% | $3,108-33.5% | $3,470-40.4% |
| Admin fee / account holder | $1,384 | $4,221-67.2% | $5,059-72.7% | $4,887-71.7% |