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 | $26,519 | $73,863-64.1% | $143,797-81.6% | $68,490-61.3% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -16.42% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,779 | $3,185-44.1% | $4,952-64.1% | $2,597-31.5% |
| Participant deferral / active EE | $3,802 | $3,385+12.3% | $5,638-32.6% | $4,028-5.6% |
| Admin fee / account holder | $925 | $5,756-83.9% | $14,679-93.7% | $5,403-82.9% |