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 | $47,090 | $82,678-43.0% | $125,391-62.4% | $68,490-31.2% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.4%-6.7pp | 67.9%+7.8pp |
| Annual return | -16.02% | -5.97%-10.0pp | 572.41%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,844 | $3,382-15.9% | $4,816-40.9% | $2,597+9.5% |
| Participant deferral / active EE | $5,301 | $6,111-13.3% | $7,448-28.8% | $4,028+31.6% |
| Admin fee / account holder | $4,129 | $6,277-34.2% | $10,009-58.7% | $5,403-23.6% |