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 | $19,375 | $42,910-54.8% | $60,919-68.2% | $68,490-71.7% |
| Participation rate | 98.3% | 66.8%+31.5pp | 73.1%+25.2pp | 67.9%+30.4pp |
| Annual return | -14.01% | -13.99%0pp | 16.96%-31.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $688 | $1,978-65.2% | $2,704-74.5% | $2,597-73.5% |
| Participant deferral / active EE | $2,695 | $2,866-6.0% | $3,814-29.3% | $4,028-33.1% |
| Admin fee / account holder | $2,269 | $3,104-26.9% | $3,228-29.7% | $5,403-58.0% |