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 | $59,631 | $72,404-17.6% | $110,243-45.9% | $64,173-7.1% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.6pp |
| Annual return | -6.12% | -6.29%+0.2pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,704 | $2,282-25.3% | $3,827-55.5% | $2,381-28.4% |
| Participant deferral / active EE | $3,634 | $3,469+4.7% | $4,672-22.2% | $3,470+4.7% |
| Admin fee / account holder | $8,207 | $5,664+44.9% | $8,548-4.0% | $4,887+67.9% |