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 | $38,196 | $95,188-59.9% | $76,518-50.1% | $135,379-71.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -7.88% | 4.85%-12.7pp | -0.27%-7.6pp | 519.79%-527.7pp |
| Employer contribution / active EE | $2,911 | $3,303-11.9% | $2,647+10.0% | $4,779-39.1% |
| Participant deferral / active EE | $4,883 | $4,640+5.2% | $3,836+27.3% | $5,609-12.9% |
| Admin fee / account holder | $1,436 | $6,249-77.0% | $4,849-70.4% | $10,828-86.7% |