Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,254 | $73,863-49.6% | $143,797-74.1% | $68,490-45.6% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -17.47% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,343 | $3,185-57.8% | $4,952-72.9% | $2,597-48.3% |
| Participant deferral / active EE | $5,997 | $3,385+77.2% | $5,638+6.4% | $4,028+48.9% |
| Admin fee / account holder | $930 | $5,756-83.8% | $14,679-93.7% | $5,403-82.8% |