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 | $71,085 | $73,009-2.6% | $90,760-21.7% | $68,486+3.8% |
| Participation rate | 73.0% | 70.8%+2.1pp | 75.7%-2.7pp | 67.9%+5.1pp |
| Annual return | -11.08% | -13.81%+2.7pp | -12.16%+1.1pp | -7.85%-3.2pp |
| Employer contribution / active EE | $749 | $2,193-65.9% | $2,922-74.4% | $2,597-71.2% |
| Participant deferral / active EE | $3,586 | $3,626-1.1% | $4,565-21.4% | $4,028-11.0% |
| Admin fee / account holder | $4,545 | $5,896-22.9% | $8,444-46.2% | $5,404-15.9% |