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 | $50,493 | $43,338+16.5% | $59,887-15.7% | $64,173-21.3% |
| Participation rate | 83.8% | 69.2%+14.6pp | 74.7%+9.0pp | 69.6%+14.2pp |
| Annual return | -2.95% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,799 | $2,030+37.9% | $2,722+2.8% | $2,381+17.5% |
| Participant deferral / active EE | $4,216 | $2,547+65.5% | $3,402+23.9% | $3,470+21.5% |
| Admin fee / account holder | $18,102 | $3,007+501.9% | $3,591+404.0% | $4,887+270.4% |