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 | $52,721 | $61,660-14.5% | $80,022-34.1% | $64,173-17.8% |
| Participation rate | 92.6% | 71.7%+20.9pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | -6.55% | -0.33%-6.2pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,419 | $1,810+33.6% | $2,468-2.0% | $2,381+1.6% |
| Participant deferral / active EE | $5,373 | $2,968+81.1% | $3,686+45.8% | $3,470+54.9% |
| Admin fee / account holder | $840 | $5,417-84.5% | $6,521-87.1% | $4,887-82.8% |