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 | $62,547 | $64,719-3.4% | $112,249-44.3% | $68,486-8.7% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.4pp |
| Annual return | -17.26% | -11.40%-5.9pp | 27.48%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $6,097 | $2,747+122.0% | $3,636+67.7% | $2,597+134.8% |
| Participant deferral / active EE | $4,335 | $3,565+21.6% | $4,729-8.3% | $4,028+7.6% |
| Admin fee / account holder | $4,149 | $5,232-20.7% | $6,412-35.3% | $5,404-23.2% |