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 | $83,045 | $71,878+15.5% | $86,698-4.2% | $68,486+21.3% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -8.24% | 3.53%-11.8pp | 35.95%-44.2pp | -7.85%-0.4pp |
| Employer contribution / active EE | $2,097 | $2,173-3.5% | $2,837-26.1% | $2,597-19.2% |
| Participant deferral / active EE | $4,560 | $3,779+20.7% | $4,656-2.1% | $4,028+13.2% |
| Admin fee / account holder | $1,381 | $6,113-77.4% | $7,493-81.6% | $5,404-74.4% |