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 | $40,420 | $59,813-32.4% | $79,580-49.2% | $68,486-41.0% |
| Participation rate | 87.8% | 61.1%+26.7pp | 69.5%+18.3pp | 67.9%+19.9pp |
| Annual return | -11.68% | -12.30%+0.6pp | 0.15%-11.8pp | -7.85%-3.8pp |
| Employer contribution / active EE | $5,089 | $1,505+238.1% | $2,413+110.8% | $2,597+96.0% |
| Participant deferral / active EE | $5,277 | $3,024+74.5% | $3,985+32.4% | $4,028+31.0% |
| Admin fee / account holder | $53,457 | $4,835+1005.7% | $6,835+682.1% | $5,404+889.3% |