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 | $23,311 | $91,911-74.6% | $68,612-66.0% | $135,380-82.8% |
| Participation rate | 78.3% | 76.7%+1.5pp | 72.2%+6.0pp | 82.6%-4.4pp |
| Annual return | -2.31% | -8.22%+5.9pp | -4.63%+2.3pp | 519.81%-522.1pp |
| Employer contribution / active EE | $2,860 | $3,924-27.1% | $2,625+8.9% | $4,779-40.2% |
| Participant deferral / active EE | $4,538 | $4,315+5.2% | $3,311+37.0% | $5,609-19.1% |
| Admin fee / account holder | $6,398 | $9,240-30.8% | $5,131+24.7% | $10,828-40.9% |