Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,132 | $42,909-64.7% | $60,906-75.2% | $68,486-77.9% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -16.36% | -13.99%-2.4pp | 16.94%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,029 | $1,979-48.0% | $2,703-61.9% | $2,597-60.4% |
| Participant deferral / active EE | $2,354 | $2,866-17.9% | $3,814-38.3% | $4,028-41.6% |
| Admin fee / account holder | $511 | $3,104-83.5% | $3,227-84.2% | $5,404-90.5% |