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 | $76,929 | $59,819+28.6% | $79,583-3.3% | $68,490+12.3% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.5%+12.7pp | 67.9%+14.2pp |
| Annual return | -15.20% | -12.30%-2.9pp | 0.16%-15.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,475 | $1,505-2.0% | $2,414-38.9% | $2,597-43.2% |
| Participant deferral / active EE | $2,940 | $3,025-2.8% | $3,986-26.2% | $4,028-27.0% |
| Admin fee / account holder | $6,258 | $4,835+29.4% | $6,835-8.4% | $5,403+15.8% |