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 | $69,112 | $62,583+10.4% | $76,767-10.0% | $64,173+7.7% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -3.86% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,076 | $1,832+67.9% | $2,485+23.8% | $2,381+29.2% |
| Participant deferral / active EE | $4,392 | $3,145+39.7% | $3,852+14.0% | $3,470+26.6% |
| Admin fee / account holder | $5,839 | $4,667+25.1% | $6,675-12.5% | $4,887+19.5% |