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 | $30,567 | $73,019-58.1% | $90,766-66.3% | $68,490-55.4% |
| Participation rate | 92.1% | 70.8%+21.3pp | 75.7%+16.4pp | 67.9%+24.2pp |
| Annual return | -18.66% | -13.81%-4.9pp | -12.16%-6.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,808 | $2,193-17.6% | $2,922-38.1% | $2,597-30.4% |
| Participant deferral / active EE | $5,340 | $3,626+47.2% | $4,565+17.0% | $4,028+32.6% |
| Admin fee / account holder | $675 | $5,897-88.6% | $8,446-92.0% | $5,403-87.5% |