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 | $23,287 | $64,719-64.0% | $112,249-79.3% | $68,486-66.0% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -16.84% | -11.40%-5.4pp | 27.48%-44.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,652 | $2,747-3.5% | $3,636-27.1% | $2,597+2.1% |
| Participant deferral / active EE | $2,117 | $3,565-40.6% | $4,729-55.2% | $4,028-47.4% |
| Admin fee / account holder | $1,215 | $5,232-76.8% | $6,412-81.0% | $5,404-77.5% |