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 | $44,153 | $42,910+2.9% | $60,919-27.5% | $68,490-35.5% |
| Participation rate | 95.7% | 66.8%+28.9pp | 73.1%+22.5pp | 67.9%+27.8pp |
| Annual return | -11.93% | -13.99%+2.1pp | 16.96%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,356 | $2,866-52.7% | $3,814-64.5% | $4,028-66.3% |
| Admin fee / account holder | $784 | $3,104-74.8% | $3,228-75.7% | $5,403-85.5% |