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 | $28,732 | $64,729-55.6% | $112,263-74.4% | $68,490-58.0% |
| Participation rate | 80.3% | 67.2%+13.2pp | 75.1%+5.3pp | 67.9%+12.4pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,044 | $2,746-62.0% | $3,636-71.3% | $2,597-59.8% |
| Participant deferral / active EE | $4,676 | $3,566+31.1% | $4,729-1.1% | $4,028+16.1% |
| Admin fee / account holder | $1,595 | $5,222-69.5% | $6,410-75.1% | $5,403-70.5% |