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 | $56,468 | $71,873-21.4% | $86,698-34.9% | $68,490-17.6% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | -17.34% | 3.54%-20.9pp | 35.96%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,296 | $2,173-40.4% | $2,837-54.3% | $2,597-50.1% |
| Participant deferral / active EE | $4,423 | $3,779+17.0% | $4,656-5.0% | $4,028+9.8% |
| Admin fee / account holder | $1,432 | $6,110-76.6% | $7,492-80.9% | $5,403-73.5% |