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 | $62,864 | $42,910+46.5% | $60,919+3.2% | $68,490-8.2% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -14.85% | -13.99%-0.9pp | 16.96%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,879 | $1,978+96.1% | $2,704+43.5% | $2,597+49.4% |
| Participant deferral / active EE | $3,346 | $2,866+16.8% | $3,814-12.3% | $4,028-16.9% |
| Admin fee / account holder | $3,006 | $3,104-3.2% | $3,228-6.9% | $5,403-44.4% |