Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,470 | $64,719-49.8% | $112,249-71.1% | $68,486-52.6% |
| Participation rate | 90.2% | 67.2%+23.0pp | 75.1%+15.1pp | 67.9%+22.3pp |
| Annual return | -14.15% | -11.40%-2.8pp | 27.48%-41.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,272 | $2,747+19.1% | $3,636-10.0% | $2,597+26.0% |
| Participant deferral / active EE | $5,166 | $3,565+44.9% | $4,729+9.2% | $4,028+28.3% |
| Admin fee / account holder | $9,050 | $5,232+73.0% | $6,412+41.1% | $5,404+67.5% |