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 | $25,757 | $53,546-51.9% | $69,884-63.1% | $68,486-62.4% |
| Participation rate | 98.2% | 64.5%+33.7pp | 70.5%+27.7pp | 67.9%+30.3pp |
| Annual return | -14.55% | -13.87%-0.7pp | 190.81%-205.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,577 | $2,019-21.9% | $2,560-38.4% | $2,597-39.3% |
| Participant deferral / active EE | $3,587 | $2,957+21.3% | $3,848-6.8% | $4,028-10.9% |
| Admin fee / account holder | $729 | $4,693-84.5% | $6,266-88.4% | $5,404-86.5% |