Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,709 | $71,873-18.3% | $86,698-32.3% | $68,490-14.3% |
| Participation rate | 87.9% | 72.2%+15.6pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -18.00% | 3.54%-21.5pp | 35.96%-54.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,410 | $2,173-35.1% | $2,837-50.3% | $2,597-45.7% |
| Participant deferral / active EE | $3,679 | $3,779-2.6% | $4,656-21.0% | $4,028-8.7% |
| Admin fee / account holder | $3,083 | $6,110-49.6% | $7,492-58.9% | $5,403-42.9% |