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 | $36,684 | $105,866-65.3% | $90,766-59.6% | $134,545-72.7% |
| Participation rate | 81.0% | 78.3%+2.7pp | 75.7%+5.3pp | 81.2%-0.3pp |
| Annual return | -15.68% | -10.99%-4.7pp | -12.16%-3.5pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,402 | $3,464-59.5% | $2,922-52.0% | $4,742-70.4% |
| Participant deferral / active EE | $2,995 | $5,217-42.6% | $4,565-34.4% | $6,401-53.2% |
| Admin fee / account holder | $2,353 | $13,938-83.1% | $8,446-72.1% | $11,431-79.4% |