Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $68,126 | $95,917-29.0% | $79,583-14.4% | $134,545-49.4% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -18.21% | -2.70%-15.5pp | 0.16%-18.4pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,523 | $3,129-51.3% | $2,414-36.9% | $4,742-67.9% |
| Participant deferral / active EE | $3,275 | $4,694-30.2% | $3,986-17.8% | $6,401-48.8% |
| Admin fee / account holder | $755 | $9,132-91.7% | $6,835-88.9% | $11,431-93.4% |