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 | $63,473 | $71,878-11.7% | $86,698-26.8% | $68,486-7.3% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -11.72% | 3.53%-15.3pp | 35.95%-47.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,884 | $3,779-50.2% | $4,656-59.5% | $4,028-53.2% |
| Admin fee / account holder | $7,267 | $6,113+18.9% | $7,493-3.0% | $5,404+34.5% |