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 | $42,852 | $53,546-20.0% | $69,884-38.7% | $68,486-37.4% |
| Participation rate | 72.6% | 64.5%+8.1pp | 70.5%+2.1pp | 67.9%+4.7pp |
| Annual return | -18.22% | -13.87%-4.4pp | 190.81%-209.0pp | -7.85%-10.4pp |
| Employer contribution / active EE | $733 | $2,019-63.7% | $2,560-71.4% | $2,597-71.8% |
| Participant deferral / active EE | $6,346 | $2,957+114.6% | $3,848+64.9% | $4,028+57.6% |
| Admin fee / account holder | $2,129 | $4,693-54.6% | $6,266-66.0% | $5,404-60.6% |