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 | $63,693 | $71,873-11.4% | $86,698-26.5% | $68,490-7.0% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.3pp | 67.9%+5.4pp |
| Annual return | -16.65% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $909 | $2,173-58.2% | $2,837-67.9% | $2,597-65.0% |
| Participant deferral / active EE | $1,896 | $3,779-49.8% | $4,656-59.3% | $4,028-52.9% |
| Admin fee / account holder | $1,274 | $6,110-79.2% | $7,492-83.0% | $5,403-76.4% |