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 | $30,686 | $73,848-58.4% | $143,799-78.7% | $68,486-55.2% |
| Participation rate | 85.4% | 66.7%+18.7pp | 80.3%+5.0pp | 67.9%+17.5pp |
| Annual return | -11.01% | 0.91%-11.9pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,774 | $3,184-44.3% | $4,952-64.2% | $2,597-31.7% |
| Participant deferral / active EE | $2,323 | $3,385-31.4% | $5,638-58.8% | $4,028-42.3% |
| Admin fee / account holder | $10,779 | $5,755+87.3% | $14,677-26.6% | $5,404+99.5% |