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 | $57,987 | $73,019-20.6% | $90,766-36.1% | $68,490-15.3% |
| Participation rate | 89.7% | 70.8%+18.8pp | 75.7%+14.0pp | 67.9%+21.8pp |
| Annual return | -17.87% | -13.81%-4.1pp | -12.16%-5.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $4,858 | $2,193+121.5% | $2,922+66.3% | $2,597+87.1% |
| Participant deferral / active EE | $11,593 | $3,626+219.7% | $4,565+154.0% | $4,028+187.8% |
| Admin fee / account holder | $1,561 | $5,897-73.5% | $8,446-81.5% | $5,403-71.1% |