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 | $49,094 | $81,870-40.0% | $119,634-59.0% | $68,490-28.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.70% | -23.82%+9.1pp | -14.98%+0.3pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,357 | $2,692-49.6% | $4,232-67.9% | $2,597-47.8% |
| Participant deferral / active EE | $4,498 | $4,148+8.4% | $5,601-19.7% | $4,028+11.7% |
| Admin fee / account holder | $6,599 | $6,583+0.2% | $10,329-36.1% | $5,403+22.1% |