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 | $30,643 | $42,383-27.7% | $76,518-60.0% | $64,173-52.3% |
| Participation rate | 76.0% | 58.1%+17.9pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | -4.01% | -16.54%+12.5pp | -0.27%-3.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,083 | $1,563-30.7% | $2,647-59.1% | $2,381-54.5% |
| Participant deferral / active EE | $4,729 | $2,566+84.3% | $3,836+23.3% | $3,470+36.3% |
| Admin fee / account holder | $11,517 | $3,198+260.2% | $4,849+137.5% | $4,887+135.7% |