Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,296 | $91,911-46.4% | $68,612-28.2% | $135,380-63.6% |
| Participation rate | 82.4% | 76.7%+5.6pp | 72.2%+10.1pp | 82.6%-0.3pp |
| Annual return | -8.50% | -8.22%-0.3pp | -4.63%-3.9pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,634 | $3,924-58.3% | $2,625-37.7% | $4,779-65.8% |
| Participant deferral / active EE | $2,905 | $4,315-32.7% | $3,311-12.3% | $5,609-48.2% |
| Admin fee / account holder | $4,743 | $9,240-48.7% | $5,131-7.6% | $10,828-56.2% |