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 | $62,148 | $81,870-24.1% | $119,634-48.1% | $68,490-9.3% |
| Participation rate | 73.9% | 71.9%+2.0pp | 79.3%-5.4pp | 67.9%+6.0pp |
| Annual return | -17.56% | -23.82%+6.3pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,713 | $2,692-36.4% | $4,232-59.5% | $2,597-34.0% |
| Participant deferral / active EE | $4,507 | $4,148+8.6% | $5,601-19.5% | $4,028+11.9% |
| Admin fee / account holder | $942 | $6,583-85.7% | $10,329-90.9% | $5,403-82.6% |