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 | $41,822 | $64,719-35.4% | $112,249-62.7% | $68,486-38.9% |
| Participation rate | 94.8% | 67.2%+27.7pp | 75.1%+19.8pp | 67.9%+26.9pp |
| Annual return | -17.39% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,497 | $2,747-9.1% | $3,636-31.3% | $2,597-3.8% |
| Participant deferral / active EE | $4,670 | $3,565+31.0% | $4,729-1.2% | $4,028+16.0% |
| Admin fee / account holder | $2,913 | $5,232-44.3% | $6,412-54.6% | $5,404-46.1% |