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 | $51,400 | $131,835-61.0% | $108,582-52.7% | $273,972-81.2% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 4.26% | -91.57%+95.8pp | -51.70%+56.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,428 | $4,913-70.9% | $3,758-62.0% | $4,869-70.7% |
| Participant deferral / active EE | $1,622 | $5,127-68.4% | $4,311-62.4% | $5,287-69.3% |
| Admin fee / account holder | $948 | $10,253-90.8% | $7,645-87.6% | $10,133-90.6% |