Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,032 | $167,353-75.5% | $143,797-71.5% | $134,545-69.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -4.88% | 0.48%-5.4pp | -0.04%-4.8pp | 418.37%-423.3pp |
| Employer contribution / active EE | $1,454 | $5,620-74.1% | $4,952-70.6% | $4,742-69.3% |
| Participant deferral / active EE | $4,828 | $6,447-25.1% | $5,638-14.4% | $6,401-24.6% |
| Admin fee / account holder | $2,924 | $18,096-83.8% | $14,679-80.1% | $11,431-74.4% |