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 | $61,325 | $59,813+2.5% | $79,580-22.9% | $68,486-10.5% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.5%+16.2pp | 67.9%+17.8pp |
| Annual return | -18.36% | -12.30%-6.1pp | 0.15%-18.5pp | -7.85%-10.5pp |
| Employer contribution / active EE | $761 | $1,505-49.4% | $2,413-68.5% | $2,597-70.7% |
| Participant deferral / active EE | $3,166 | $3,024+4.7% | $3,985-20.6% | $4,028-21.4% |
| Admin fee / account holder | $5,559 | $4,835+15.0% | $6,835-18.7% | $5,404+2.9% |