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 | $50,586 | $81,870-38.2% | $119,634-57.7% | $68,490-26.1% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -7.54% | -23.82%+16.3pp | -14.98%+7.4pp | -7.85%+0.3pp |
| Employer contribution / active EE | $5,725 | $2,692+112.7% | $4,232+35.3% | $2,597+120.5% |
| Participant deferral / active EE | $2,952 | $4,148-28.8% | $5,601-47.3% | $4,028-26.7% |
| Admin fee / account holder | $756 | $6,583-88.5% | $10,329-92.7% | $5,403-86.0% |