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 | $26,265 | $71,878-63.5% | $86,698-69.7% | $68,486-61.6% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -14.89% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,425 | $2,173-34.4% | $2,837-49.8% | $2,597-45.1% |
| Participant deferral / active EE | $2,387 | $3,779-36.8% | $4,656-48.7% | $4,028-40.7% |
| Admin fee / account holder | $1,045 | $6,113-82.9% | $7,493-86.1% | $5,404-80.7% |