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 | $15,284 | $73,863-79.3% | $143,797-89.4% | $68,490-77.7% |
| Participation rate | 92.5% | 66.7%+25.9pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -17.27% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,530 | $3,185-20.6% | $4,952-48.9% | $2,597-2.6% |
| Participant deferral / active EE | $1,498 | $3,385-55.8% | $5,638-73.4% | $4,028-62.8% |
| Admin fee / account holder | $901 | $5,756-84.4% | $14,679-93.9% | $5,403-83.3% |