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 | $32,932 | $77,817-57.7% | $123,553-73.3% | $64,173-48.7% |
| Participation rate | 77.1% | 74.7%+2.4pp | 82.3%-5.2pp | 69.6%+7.6pp |
| Annual return | -8.04% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,983 | $3,014-34.2% | $4,628-57.1% | $2,381-16.7% |
| Participant deferral / active EE | $3,278 | $5,240-37.4% | $6,426-49.0% | $3,470-5.5% |
| Admin fee / account holder | $2,113 | $5,519-61.7% | $9,284-77.2% | $4,887-56.8% |