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 | $66,759 | $42,910+55.6% | $60,919+9.6% | $68,490-2.5% |
| Participation rate | 89.7% | 66.8%+23.0pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -15.20% | -13.99%-1.2pp | 16.96%-32.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,829 | $1,978+43.0% | $2,704+4.6% | $2,597+8.9% |
| Participant deferral / active EE | $3,114 | $2,866+8.7% | $3,814-18.4% | $4,028-22.7% |
| Admin fee / account holder | $3,086 | $3,104-0.6% | $3,228-4.4% | $5,403-42.9% |