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 | $34,174 | $64,729-47.2% | $112,263-69.6% | $68,490-50.1% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -18.90% | -11.40%-7.5pp | 27.49%-46.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,823 | $2,746-33.6% | $3,636-49.9% | $2,597-29.8% |
| Participant deferral / active EE | $6,127 | $3,566+71.8% | $4,729+29.5% | $4,028+52.1% |
| Admin fee / account holder | $3,714 | $5,222-28.9% | $6,410-42.1% | $5,403-31.3% |