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 | $67,719 | $81,870-17.3% | $119,622-43.4% | $68,486-1.1% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -17.66% | -23.82%+6.2pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,348 | $2,692+61.5% | $4,232+2.7% | $2,597+67.5% |
| Participant deferral / active EE | $2,025 | $4,148-51.2% | $5,601-63.8% | $4,028-49.7% |
| Admin fee / account holder | $5,036 | $6,583-23.5% | $10,328-51.2% | $5,404-6.8% |