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 | $74,028 | $100,811-26.6% | $86,698-14.6% | $134,545-45.0% |
| Participation rate | 84.6% | 79.0%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -17.19% | 29.11%-46.3pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,509 | $3,490-56.8% | $2,837-46.8% | $4,742-68.2% |
| Participant deferral / active EE | $4,846 | $5,339-9.2% | $4,656+4.1% | $6,401-24.3% |
| Admin fee / account holder | $719 | $10,926-93.4% | $7,492-90.4% | $11,431-93.7% |