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 | $41,361 | $73,009-43.3% | $90,760-54.4% | $68,486-39.6% |
| Participation rate | 87.2% | 70.8%+16.3pp | 75.7%+11.5pp | 67.9%+19.3pp |
| Annual return | -16.32% | -13.81%-2.5pp | -12.16%-4.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,691 | $3,626-25.8% | $4,565-41.1% | $4,028-33.2% |
| Admin fee / account holder | $4,467 | $5,896-24.2% | $8,444-47.1% | $5,404-17.3% |