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 | $56,867 | $73,848-23.0% | $143,799-60.5% | $68,486-17.0% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -10.74% | 0.91%-11.6pp | -0.04%-10.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $3,047 | $3,184-4.3% | $4,952-38.5% | $2,597+17.3% |
| Participant deferral / active EE | $3,252 | $3,385-3.9% | $5,638-42.3% | $4,028-19.3% |
| Admin fee / account holder | $675 | $5,755-88.3% | $14,677-95.4% | $5,404-87.5% |