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 | $70,007 | $56,339+24.3% | $104,299-32.9% | $68,490+2.2% |
| Participation rate | 81.5% | 63.3%+18.2pp | 73.3%+8.2pp | 67.9%+13.6pp |
| Annual return | -16.91% | -9.19%-7.7pp | 24.62%-41.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,718 | $1,960-12.3% | $3,373-49.1% | $2,597-33.8% |
| Participant deferral / active EE | $4,847 | $3,077+57.5% | $4,626+4.8% | $4,028+20.3% |
| Admin fee / account holder | $1,660 | $4,902-66.1% | $7,339-77.4% | $5,403-69.3% |