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 | $78,558 | $81,870-4.0% | $119,634-34.3% | $68,490+14.7% |
| Participation rate | 84.8% | 71.9%+13.0pp | 79.3%+5.6pp | 67.9%+17.0pp |
| Annual return | -17.50% | -23.82%+6.3pp | -14.98%-2.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,217 | $2,692-17.6% | $4,232-47.6% | $2,597-14.6% |
| Participant deferral / active EE | $5,831 | $4,148+40.6% | $5,601+4.1% | $4,028+44.8% |
| Admin fee / account holder | $6,089 | $6,583-7.5% | $10,329-41.0% | $5,403+12.7% |