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 | $61,829 | $73,839-16.3% | $143,788-57.0% | $68,495-9.7% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -15.11% | 1.01%-16.1pp | -0.03%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,190 | $3,184-62.6% | $4,952-76.0% | $2,596-54.2% |
| Participant deferral / active EE | $2,687 | $3,384-20.6% | $5,638-52.3% | $4,028-33.3% |
| Admin fee / account holder | $900 | $5,755-84.4% | $14,675-93.9% | $5,403-83.3% |