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 | $84,377 | $58,577+44.0% | $83,323+1.3% | $64,181+31.5% |
| Participation rate | 76.7% | 72.0%+4.7pp | 77.8%-1.0pp | 69.6%+7.2pp |
| Annual return | -5.79% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $937 | $2,098-55.4% | $3,379-72.3% | $2,381-60.7% |
| Participant deferral / active EE | $7,151 | $4,654+53.7% | $5,565+28.5% | $3,470+106.1% |
| Admin fee / account holder | $1,578 | $9,275-83.0% | $7,539-79.1% | $4,887-67.7% |