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 | $53,212 | $71,878-26.0% | $86,698-38.6% | $68,486-22.3% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -14.14% | 3.53%-17.7pp | 35.95%-50.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,975 | $2,173-9.1% | $2,837-30.4% | $2,597-23.9% |
| Participant deferral / active EE | $3,273 | $3,779-13.4% | $4,656-29.7% | $4,028-18.7% |
| Admin fee / account holder | $1,307 | $6,113-78.6% | $7,493-82.6% | $5,404-75.8% |