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 | $57,496 | $53,546+7.4% | $69,890-17.7% | $68,490-16.1% |
| Participation rate | 70.1% | 64.5%+5.6pp | 70.5%-0.4pp | 67.9%+2.2pp |
| Annual return | -18.37% | -13.87%-4.5pp | 190.84%-209.2pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,651 | $2,019-18.2% | $2,560-35.5% | $2,597-36.4% |
| Participant deferral / active EE | $3,375 | $2,957+14.1% | $3,848-12.3% | $4,028-16.2% |
| Admin fee / account holder | $1,056 | $4,693-77.5% | $6,267-83.2% | $5,403-80.5% |