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 | $58,275 | $131,835-55.8% | $108,582-46.3% | $273,972-78.7% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 5.16% | -91.57%+96.7pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,665 | $4,913-66.1% | $3,758-55.7% | $4,869-65.8% |
| Participant deferral / active EE | $2,054 | $5,127-59.9% | $4,311-52.4% | $5,287-61.2% |
| Admin fee / account holder | $987 | $10,253-90.4% | $7,645-87.1% | $10,133-90.3% |