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 | $40,838 | $100,811-59.5% | $86,698-52.9% | $134,545-69.6% |
| Participation rate | 82.6% | 79.0%+3.7pp | 76.6%+6.0pp | 81.2%+1.4pp |
| Annual return | -20.10% | 29.11%-49.2pp | 35.96%-56.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,394 | $3,490-31.4% | $2,837-15.6% | $4,742-49.5% |
| Participant deferral / active EE | $4,100 | $5,339-23.2% | $4,656-11.9% | $6,401-35.9% |
| Admin fee / account holder | $3,901 | $10,926-64.3% | $7,492-47.9% | $11,431-65.9% |