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 | $47,899 | $71,872-33.4% | $86,691-44.7% | $68,495-30.1% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -16.24% | 3.53%-19.8pp | 35.94%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,223 | $2,173+2.3% | $2,837-21.7% | $2,596-14.4% |
| Participant deferral / active EE | $3,469 | $3,779-8.2% | $4,656-25.5% | $4,028-13.9% |
| Admin fee / account holder | $1,867 | $6,112-69.5% | $7,492-75.1% | $5,403-65.4% |