Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $74,651 | $95,917-22.2% | $79,583-6.2% | $134,545-44.5% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.95% | -2.70%-14.3pp | 0.16%-17.1pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,400 | $3,129-55.3% | $2,414-42.0% | $4,742-70.5% |
| Participant deferral / active EE | $3,746 | $4,694-20.2% | $3,986-6.0% | $6,401-41.5% |
| Admin fee / account holder | $484 | $9,132-94.7% | $6,835-92.9% | $11,431-95.8% |