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 | $70,952 | $62,589+13.4% | $76,768-7.6% | $64,173+10.6% |
| Participation rate | 78.3% | 72.8%+5.5pp | 77.0%+1.4pp | 69.6%+8.8pp |
| Annual return | -4.71% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,678 | $1,832-8.4% | $2,485-32.5% | $2,381-29.5% |
| Participant deferral / active EE | $3,949 | $3,145+25.6% | $3,852+2.5% | $3,470+13.8% |
| Admin fee / account holder | $6,448 | $4,667+38.2% | $6,675-3.4% | $4,887+31.9% |