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 | $49,272 | $73,019-32.5% | $90,766-45.7% | $68,490-28.1% |
| Participation rate | 77.8% | 70.8%+6.9pp | 75.7%+2.1pp | 67.9%+9.9pp |
| Annual return | -17.64% | -13.81%-3.8pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,527 | $2,193+15.3% | $2,922-13.5% | $2,597-2.7% |
| Participant deferral / active EE | $4,627 | $3,626+27.6% | $4,565+1.4% | $4,028+14.9% |
| Admin fee / account holder | $765 | $5,897-87.0% | $8,446-90.9% | $5,403-85.8% |