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 | $41,436 | $95,917-56.8% | $79,583-47.9% | $134,545-69.2% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -15.62% | -2.70%-12.9pp | 0.16%-15.8pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,730 | $3,129-44.7% | $2,414-28.3% | $4,742-63.5% |
| Participant deferral / active EE | $3,635 | $4,694-22.6% | $3,986-8.8% | $6,401-43.2% |
| Admin fee / account holder | $306 | $9,132-96.6% | $6,835-95.5% | $11,431-97.3% |