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 | $59,795 | $42,909+39.4% | $60,906-1.8% | $68,486-12.7% |
| Participation rate | 96.4% | 66.8%+29.7pp | 73.1%+23.3pp | 67.9%+28.5pp |
| Annual return | -9.88% | -13.99%+4.1pp | 16.94%-26.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $2,543 | $1,979+28.5% | $2,703-5.9% | $2,597-2.1% |
| Participant deferral / active EE | $3,818 | $2,866+33.2% | $3,814+0.1% | $4,028-5.2% |
| Admin fee / account holder | $376 | $3,104-87.9% | $3,227-88.4% | $5,404-93.0% |