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 | $80,291 | $77,816+3.2% | $123,552-35.0% | $64,173+25.1% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.3%-0.5pp | 69.6%+12.2pp |
| Annual return | -5.05% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,806 | $3,014-6.9% | $4,628-39.4% | $2,381+17.9% |
| Participant deferral / active EE | $5,997 | $5,240+14.5% | $6,426-6.7% | $3,470+72.9% |
| Admin fee / account holder | $4,361 | $5,519-21.0% | $9,285-53.0% | $4,887-10.8% |