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 | $36,413 | $67,411-46.0% | $91,004-60.0% | $70,126-48.1% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 13.96% | -40.16%+54.1pp | 4.60%+9.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,959 | $2,823-30.6% | $3,548-44.8% | $3,332-41.2% |
| Admin fee / account holder | $1,744 | $4,236-58.8% | $5,417-67.8% | $4,645-62.5% |