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 | $40,757 | $105,866-61.5% | $90,766-55.1% | $134,545-69.7% |
| Participation rate | 76.9% | 78.3%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -9.05% | -10.99%+1.9pp | -12.16%+3.1pp | 418.37%-427.4pp |
| Employer contribution / active EE | $1,420 | $3,464-59.0% | $2,922-51.4% | $4,742-70.1% |
| Participant deferral / active EE | $2,168 | $5,217-58.4% | $4,565-52.5% | $6,401-66.1% |
| Admin fee / account holder | $63,913 | $13,938+358.6% | $8,446+656.7% | $11,431+459.1% |