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 | $33,837 | $73,863-54.2% | $143,797-76.5% | $68,490-50.6% |
| Participation rate | 90.9% | 66.7%+24.2pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -16.77% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,095 | $3,185-65.6% | $4,952-77.9% | $2,597-57.8% |
| Participant deferral / active EE | $3,432 | $3,385+1.4% | $5,638-39.1% | $4,028-14.8% |
| Admin fee / account holder | $1,782 | $5,756-69.0% | $14,679-87.9% | $5,403-67.0% |