Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,781 | $73,848-54.3% | $143,799-76.5% | $68,486-50.7% |
| Participation rate | 75.5% | 66.7%+8.9pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -17.68% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,690 | $3,184-46.9% | $4,952-65.9% | $2,597-34.9% |
| Participant deferral / active EE | $1,523 | $3,385-55.0% | $5,638-73.0% | $4,028-62.2% |
| Admin fee / account holder | $544 | $5,755-90.5% | $14,677-96.3% | $5,404-89.9% |