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 | $75,616 | $133,981-43.6% | $112,249-32.6% | $134,532-43.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -16.53% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $3,018 | $4,040-25.3% | $3,636-17.0% | $4,741-36.3% |
| Participant deferral / active EE | $4,688 | $5,292-11.4% | $4,729-0.9% | $6,401-26.8% |
| Admin fee / account holder | $1,235 | $7,492-83.5% | $6,412-80.7% | $11,429-89.2% |