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 | $74,916 | $131,835-43.2% | $108,582-31.0% | $273,972-72.7% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.6%-3.1pp | 83.0%-6.5pp |
| Annual return | 4.23% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,230 | $4,913-75.0% | $3,758-67.3% | $4,869-74.7% |
| Participant deferral / active EE | $3,972 | $5,127-22.5% | $4,311-7.9% | $5,287-24.9% |
| Admin fee / account holder | $2,803 | $10,253-72.7% | $7,645-63.3% | $10,133-72.3% |