Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,414 | $64,719-57.6% | $112,249-75.6% | $68,486-60.0% |
| Participation rate | 93.2% | 67.2%+26.0pp | 75.1%+18.1pp | 67.9%+25.3pp |
| Annual return | -14.22% | -11.40%-2.8pp | 27.48%-41.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,702 | $2,747-1.6% | $3,636-25.7% | $2,597+4.1% |
| Participant deferral / active EE | $4,134 | $3,565+16.0% | $4,729-12.6% | $4,028+2.6% |
| Admin fee / account holder | $320 | $5,232-93.9% | $6,412-95.0% | $5,404-94.1% |