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 | $44,093 | $77,816-43.3% | $123,549-64.3% | $64,181-31.3% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.4pp |
| Annual return | -6.85% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,696 | $3,014-43.7% | $4,628-63.4% | $2,381-28.8% |
| Participant deferral / active EE | $3,104 | $5,240-40.8% | $6,426-51.7% | $3,470-10.5% |
| Admin fee / account holder | $1,146 | $5,519-79.2% | $9,284-87.7% | $4,887-76.6% |