Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,454 | $42,910+40.9% | $60,919-0.8% | $68,490-11.7% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -15.18% | -13.99%-1.2pp | 16.96%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,850 | $1,978+44.0% | $2,704+5.4% | $2,597+9.7% |
| Participant deferral / active EE | $1,198 | $2,866-58.2% | $3,814-68.6% | $4,028-70.3% |
| Admin fee / account holder | $712 | $3,104-77.1% | $3,228-77.9% | $5,403-86.8% |