Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,409 | $71,878-10.4% | $86,698-25.7% | $68,486-6.0% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -15.79% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,870 | $2,173+32.1% | $2,837+1.2% | $2,597+10.5% |
| Participant deferral / active EE | $6,783 | $3,779+79.5% | $4,656+45.7% | $4,028+68.4% |
| Admin fee / account holder | $1,388 | $6,113-77.3% | $7,493-81.5% | $5,404-74.3% |