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 | $83,010 | $54,162+53.3% | $68,612+21.0% | $64,173+29.4% |
| Participation rate | 88.4% | 68.1%+20.3pp | 72.2%+16.1pp | 69.6%+18.8pp |
| Annual return | -7.84% | -1.62%-6.2pp | -4.63%-3.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,478 | $1,846-19.9% | $2,625-43.7% | $2,381-37.9% |
| Participant deferral / active EE | $3,055 | $2,626+16.3% | $3,311-7.7% | $3,470-12.0% |
| Admin fee / account holder | $6,076 | $4,029+50.8% | $5,131+18.4% | $4,887+24.3% |