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 | $66,348 | $56,339+17.8% | $104,301-36.4% | $68,486-3.1% |
| Participation rate | 93.1% | 63.3%+29.8pp | 73.3%+19.8pp | 67.9%+25.2pp |
| Annual return | -12.70% | -9.19%-3.5pp | 24.61%-37.3pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,326 | $1,960+18.7% | $3,373-31.0% | $2,597-10.4% |
| Participant deferral / active EE | $6,202 | $3,077+101.5% | $4,626+34.1% | $4,028+54.0% |
| Admin fee / account holder | $961 | $4,902-80.4% | $7,340-86.9% | $5,404-82.2% |