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 | $55,191 | $71,878-23.2% | $86,698-36.3% | $68,486-19.4% |
| Participation rate | 84.8% | 72.2%+12.5pp | 76.6%+8.2pp | 67.9%+16.9pp |
| Annual return | -16.94% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,369 | $2,173+9.0% | $2,837-16.5% | $2,597-8.7% |
| Participant deferral / active EE | $4,516 | $3,779+19.5% | $4,656-3.0% | $4,028+12.1% |
| Admin fee / account holder | $955 | $6,113-84.4% | $7,493-87.3% | $5,404-82.3% |