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 | $36,555 | $71,878-49.1% | $86,698-57.8% | $68,486-46.6% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -16.51% | 3.53%-20.0pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,169 | $2,173-0.2% | $2,837-23.5% | $2,597-16.5% |
| Participant deferral / active EE | $4,423 | $3,779+17.0% | $4,656-5.0% | $4,028+9.8% |
| Admin fee / account holder | $1,198 | $6,113-80.4% | $7,493-84.0% | $5,404-77.8% |