Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,193 | $73,867-49.6% | $143,770-74.1% | $68,498-45.7% |
| Participation rate | 95.9% | 66.7%+29.3pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -11.54% | 1.01%-12.6pp | -0.04%-11.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,107 | $3,184-33.8% | $4,951-57.5% | $2,596-18.9% |
| Participant deferral / active EE | $3,321 | $3,384-1.9% | $5,638-41.1% | $4,027-17.5% |
| Admin fee / account holder | $3,685 | $5,755-36.0% | $14,673-74.9% | $5,403-31.8% |