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 | $85,549 | $127,387-32.8% | $115,038-25.6% | $125,389-31.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.46% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,328 | $5,166-35.6% | $4,608-27.8% | $4,866-31.6% |
| Participant deferral / active EE | $5,300 | $6,423-17.5% | $6,026-12.0% | $5,352-1.0% |
| Admin fee / account holder | $327 | $9,516-96.6% | $8,175-96.0% | $9,541-96.6% |