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 | $37,083 | $73,848-49.8% | $143,799-74.2% | $68,486-45.9% |
| Participation rate | 73.2% | 66.7%+6.5pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | -18.33% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,167 | $3,184-31.9% | $4,952-56.2% | $2,597-16.5% |
| Participant deferral / active EE | $3,242 | $3,385-4.2% | $5,638-42.5% | $4,028-19.5% |
| Admin fee / account holder | $2,651 | $5,755-53.9% | $14,677-81.9% | $5,404-50.9% |