Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,479 | $45,872-57.5% | $77,100-74.7% | $68,490-71.6% |
| Participation rate | 70.0% | 55.9%+14.1pp | 67.9%+2.1pp | 67.9%+2.1pp |
| Annual return | -14.89% | 1.73%-16.6pp | 42.35%-57.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,596 | $1,650-3.3% | $2,815-43.3% | $2,597-38.5% |
| Participant deferral / active EE | $3,111 | $2,963+5.0% | $4,430-29.8% | $4,028-22.8% |
| Admin fee / account holder | $691 | $3,041-77.3% | $5,443-87.3% | $5,403-87.2% |