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 | $32,551 | $64,719-49.7% | $112,249-71.0% | $68,486-52.5% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -17.32% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,371 | $2,747-50.1% | $3,636-62.3% | $2,597-47.2% |
| Participant deferral / active EE | $2,599 | $3,565-27.1% | $4,729-45.0% | $4,028-35.5% |
| Admin fee / account holder | $6,104 | $5,232+16.7% | $6,412-4.8% | $5,404+13.0% |