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 | $52,804 | $59,819-11.7% | $79,583-33.6% | $68,490-22.9% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -17.33% | -12.30%-5.0pp | 0.16%-17.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,489 | $1,505-1.1% | $2,414-38.3% | $2,597-42.7% |
| Participant deferral / active EE | $3,203 | $3,025+5.9% | $3,986-19.6% | $4,028-20.5% |
| Admin fee / account holder | $2,920 | $4,835-39.6% | $6,835-57.3% | $5,403-46.0% |