Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,263 | $87,546-51.7% | $75,784-44.2% | $125,389-66.3% |
| Participation rate | 81.0% | 80.2%+0.8pp | 75.8%+5.1pp | 83.2%-2.2pp |
| Annual return | -3.71% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,638 | $3,930-32.9% | $3,323-20.6% | $4,866-45.8% |
| Participant deferral / active EE | $5,311 | $4,230+25.6% | $3,652+45.4% | $5,352-0.8% |
| Admin fee / account holder | $4,018 | $6,503-38.2% | $5,300-24.2% | $9,541-57.9% |