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 | $31,950 | $71,878-55.6% | $86,698-63.1% | $68,486-53.3% |
| Participation rate | 75.7% | 72.2%+3.5pp | 76.6%-0.9pp | 67.9%+7.8pp |
| Annual return | -15.94% | 3.53%-19.5pp | 35.95%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,886 | $3,779+135.1% | $4,656+90.8% | $4,028+120.6% |
| Admin fee / account holder | $5,033 | $6,113-17.7% | $7,493-32.8% | $5,404-6.9% |