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 | $40,343 | $100,811-60.0% | $86,698-53.5% | $134,545-70.0% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -10.81% | 29.11%-39.9pp | 35.96%-46.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $1,677 | $3,490-52.0% | $2,837-40.9% | $4,742-64.6% |
| Participant deferral / active EE | $2,928 | $5,339-45.2% | $4,656-37.1% | $6,401-54.3% |
| Admin fee / account holder | $9,089 | $10,926-16.8% | $7,492+21.3% | $11,431-20.5% |