Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,986 | $73,848+0.2% | $143,799-48.5% | $68,486+8.0% |
| Participation rate | 77.1% | 66.7%+10.5pp | 80.3%-3.2pp | 67.9%+9.2pp |
| Annual return | -17.10% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,269 | $3,184-60.1% | $4,952-74.4% | $2,597-51.1% |
| Participant deferral / active EE | $3,842 | $3,385+13.5% | $5,638-31.9% | $4,028-4.6% |
| Admin fee / account holder | $31,237 | $5,755+442.8% | $14,677+112.8% | $5,404+478.1% |