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 | $82,752 | $77,817+6.3% | $123,553-33.0% | $64,173+29.0% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | -7.01% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,619 | $3,014-13.1% | $4,628-43.4% | $2,381+10.0% |
| Participant deferral / active EE | $5,829 | $5,240+11.2% | $6,426-9.3% | $3,470+68.0% |
| Admin fee / account holder | $1,103 | $5,519-80.0% | $9,284-88.1% | $4,887-77.4% |