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 | $38,094 | $81,870-53.5% | $119,634-68.2% | $68,490-44.4% |
| Participation rate | 78.4% | 71.9%+6.5pp | 79.3%-0.9pp | 67.9%+10.5pp |
| Annual return | -13.21% | -23.82%+10.6pp | -14.98%+1.8pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,065 | $2,692-60.4% | $4,232-74.8% | $2,597-59.0% |
| Participant deferral / active EE | $3,373 | $4,148-18.7% | $5,601-39.8% | $4,028-16.3% |
| Admin fee / account holder | $4,559 | $6,583-30.7% | $10,329-55.9% | $5,403-15.6% |