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 | $31,231 | $64,719-51.7% | $112,249-72.2% | $68,486-54.4% |
| Participation rate | 81.8% | 67.2%+14.7pp | 75.1%+6.8pp | 67.9%+13.9pp |
| Annual return | -18.69% | -11.40%-7.3pp | 27.48%-46.2pp | -7.85%-10.8pp |
| Employer contribution / active EE | $5,305 | $2,747+93.2% | $3,636+45.9% | $2,597+104.3% |
| Participant deferral / active EE | $2,745 | $3,565-23.0% | $4,729-42.0% | $4,028-31.8% |
| Admin fee / account holder | $4,908 | $5,232-6.2% | $6,412-23.5% | $5,404-9.2% |