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 | $73,984 | $73,863+0.2% | $143,797-48.5% | $68,490+8.0% |
| Participation rate | 79.5% | 66.7%+12.8pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -15.09% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,262 | $3,185+33.8% | $4,952-13.9% | $2,597+64.1% |
| Participant deferral / active EE | $2,295 | $3,385-32.2% | $5,638-59.3% | $4,028-43.0% |
| Admin fee / account holder | $732 | $5,756-87.3% | $14,679-95.0% | $5,403-86.4% |