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 | $28,524 | $71,872-60.3% | $86,691-67.1% | $68,495-58.4% |
| Participation rate | 79.6% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -1.11% | 3.53%-4.6pp | 35.94%-37.1pp | -7.84%+6.7pp |
| Employer contribution / active EE | $2,588 | $2,173+19.1% | $2,837-8.8% | $2,596-0.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,931 | $6,112-68.4% | $7,492-74.2% | $5,403-64.3% |