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 | $54,373 | $73,839-26.4% | $143,788-62.2% | $68,495-20.6% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -9.69% | 1.01%-10.7pp | -0.03%-9.7pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,400 | $3,184-56.0% | $4,952-71.7% | $2,596-46.1% |
| Participant deferral / active EE | $5,759 | $3,384+70.2% | $5,638+2.1% | $4,028+43.0% |
| Admin fee / account holder | $4,999 | $5,755-13.1% | $14,675-65.9% | $5,403-7.5% |