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 | $30,582 | $73,009-58.1% | $90,760-66.3% | $68,486-55.3% |
| Participation rate | 89.6% | 70.8%+18.8pp | 75.7%+13.9pp | 67.9%+21.7pp |
| Annual return | -16.14% | -13.81%-2.3pp | -12.16%-4.0pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,144 | $2,193-2.2% | $2,922-26.6% | $2,597-17.4% |
| Participant deferral / active EE | $3,251 | $3,626-10.3% | $4,565-28.8% | $4,028-19.3% |
| Admin fee / account holder | $5,644 | $5,896-4.3% | $8,444-33.2% | $5,404+4.4% |