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 | $49,616 | $46,697+6.3% | $117,533-57.8% | $68,486-27.6% |
| Participation rate | 94.8% | 56.8%+38.0pp | 70.6%+24.2pp | 67.9%+26.9pp |
| Annual return | -10.90% | -14.52%+3.6pp | 29.77%-40.7pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,136 | $1,506-24.6% | $4,179-72.8% | $2,597-56.3% |
| Participant deferral / active EE | $1,732 | $2,637-34.3% | $4,072-57.5% | $4,028-57.0% |
| Admin fee / account holder | $6,118 | $4,023+52.1% | $5,647+8.3% | $5,404+13.2% |