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 | $79,354 | $71,873+10.4% | $86,698-8.5% | $68,490+15.9% |
| Participation rate | 89.2% | 72.2%+16.9pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -15.93% | 3.54%-19.5pp | 35.96%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,408 | $2,173+10.8% | $2,837-15.1% | $2,597-7.3% |
| Participant deferral / active EE | $4,367 | $3,779+15.6% | $4,656-6.2% | $4,028+8.4% |
| Admin fee / account holder | $3,801 | $6,110-37.8% | $7,492-49.3% | $5,403-29.6% |