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 | $55,229 | $71,878-23.2% | $86,698-36.3% | $68,486-19.4% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -4.76% | 3.53%-8.3pp | 35.95%-40.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,222 | $3,779-41.2% | $4,656-52.3% | $4,028-44.8% |
| Admin fee / account holder | $14,207 | $6,113+132.4% | $7,493+89.6% | $5,404+162.9% |