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 | $21,767 | $46,689-53.4% | $117,498-81.5% | $68,495-68.2% |
| Participation rate | 92.6% | 56.8%+35.8pp | 70.6%+22.0pp | 67.9%+24.7pp |
| Annual return | -16.72% | -14.52%-2.2pp | 29.75%-46.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,031 | $1,505+35.0% | $4,178-51.4% | $2,596-21.8% |
| Participant deferral / active EE | $4,210 | $2,637+59.7% | $4,071+3.4% | $4,028+4.5% |
| Admin fee / account holder | $2,088 | $4,021-48.1% | $5,646-63.0% | $5,403-61.4% |