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 | $35,530 | $59,834-40.6% | $79,576-55.4% | $68,495-48.1% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -14.94% | -12.30%-2.6pp | 0.15%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,237 | $1,505+181.5% | $2,413+75.6% | $2,596+63.2% |
| Participant deferral / active EE | $4,843 | $3,024+60.1% | $3,985+21.5% | $4,028+20.2% |
| Admin fee / account holder | $13,833 | $4,835+186.1% | $6,834+102.4% | $5,403+156.0% |