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 | $59,282 | $140,578-57.8% | $100,671-41.1% | $125,389-52.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -3.07% | 24.67%-27.7pp | 20.43%-23.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $4,908 | $5,965-17.7% | $4,012+22.3% | $4,866+0.9% |
| Participant deferral / active EE | $6,000 | $3,981+50.7% | $3,144+90.9% | $5,352+12.1% |
| Admin fee / account holder | $433 | $6,716-93.6% | $4,850-91.1% | $9,541-95.5% |