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 | $44,635 | $113,941-60.8% | $94,229-52.6% | $125,389-64.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -1.37% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,245 | $5,179-18.0% | $4,320-1.7% | $5,352-20.7% |
| Admin fee / account holder | $831 | $8,392-90.1% | $6,269-86.8% | $9,541-91.3% |