Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,593 | $110,083-35.0% | $151,645-52.8% | $68,490+4.5% |
| Participation rate | 74.2% | 84.0%-9.8pp | 87.5%-13.3pp | 67.9%+6.3pp |
| Annual return | -18.00% | -10.12%-7.9pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $6,924 | $4,470+54.9% | $6,165+12.3% | $2,597+166.7% |
| Participant deferral / active EE | $14,518 | $6,526+122.5% | $8,363+73.6% | $4,028+260.5% |
| Admin fee / account holder | $5,076 | $7,718-34.2% | $11,614-56.3% | $5,403-6.0% |