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 | $77,668 | $73,848+5.2% | $143,799-46.0% | $68,486+13.4% |
| Participation rate | 70.4% | 66.7%+3.7pp | 80.3%-9.9pp | 67.9%+2.5pp |
| Annual return | -9.14% | 0.91%-10.1pp | -0.04%-9.1pp | -7.85%-1.3pp |
| Employer contribution / active EE | $1,554 | $3,184-51.2% | $4,952-68.6% | $2,597-40.2% |
| Participant deferral / active EE | $3,521 | $3,385+4.0% | $5,638-37.6% | $4,028-12.6% |
| Admin fee / account holder | $1,168 | $5,755-79.7% | $14,677-92.0% | $5,404-78.4% |