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 | $49,950 | $42,917+16.4% | $60,899-18.0% | $68,495-27.1% |
| Participation rate | 92.5% | 66.8%+25.7pp | 73.1%+19.4pp | 67.9%+24.6pp |
| Annual return | -10.71% | -13.99%+3.3pp | 16.92%-27.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,329 | $1,979-32.8% | $2,702-50.8% | $2,596-48.8% |
| Participant deferral / active EE | $2,416 | $2,867-15.7% | $3,817-36.7% | $4,028-40.0% |
| Admin fee / account holder | $2,725 | $3,102-12.2% | $3,225-15.5% | $5,403-49.6% |