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 | $25,383 | $73,848-65.6% | $143,799-82.3% | $68,486-62.9% |
| Participation rate | 90.9% | 66.7%+24.2pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -11.80% | 0.91%-12.7pp | -0.04%-11.8pp | -7.85%-3.9pp |
| Employer contribution / active EE | $2,670 | $3,184-16.2% | $4,952-46.1% | $2,597+2.8% |
| Participant deferral / active EE | $2,558 | $3,385-24.4% | $5,638-54.6% | $4,028-36.5% |
| Admin fee / account holder | $1,704 | $5,755-70.4% | $14,677-88.4% | $5,404-68.5% |