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 | $71,932 | $100,805-28.6% | $86,698-17.0% | $134,532-46.5% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -20.01% | 29.09%-49.1pp | 35.95%-56.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,208 | $3,490-65.4% | $2,837-57.4% | $4,741-74.5% |
| Participant deferral / active EE | $2,926 | $5,339-45.2% | $4,656-37.2% | $6,401-54.3% |
| Admin fee / account holder | $885 | $10,925-91.9% | $7,493-88.2% | $11,429-92.3% |