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 | $28,067 | $73,009-61.6% | $90,760-69.1% | $68,486-59.0% |
| Participation rate | 92.6% | 70.8%+21.8pp | 75.7%+16.9pp | 67.9%+24.7pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,745 | $2,193+25.2% | $2,922-6.0% | $2,597+5.7% |
| Participant deferral / active EE | $5,601 | $3,626+54.5% | $4,565+22.7% | $4,028+39.1% |
| Admin fee / account holder | $14,235 | $5,896+141.5% | $8,444+68.6% | $5,404+163.4% |