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 | $43,096 | $73,839-41.6% | $143,788-70.0% | $68,495-37.1% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -12.99% | 1.01%-14.0pp | -0.03%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,143 | $3,184-1.3% | $4,952-36.5% | $2,596+21.1% |
| Participant deferral / active EE | $2,905 | $3,384-14.2% | $5,638-48.5% | $4,028-27.9% |
| Admin fee / account holder | $10,172 | $5,755+76.8% | $14,675-30.7% | $5,403+88.3% |