Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,889 | $81,870-22.0% | $119,634-46.6% | $68,490-6.7% |
| Participation rate | 91.3% | 71.9%+19.4pp | 79.3%+12.0pp | 67.9%+23.4pp |
| Annual return | -16.86% | -23.82%+7.0pp | -14.98%-1.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,508 | $2,692+30.3% | $4,232-17.1% | $2,597+35.1% |
| Participant deferral / active EE | $2,891 | $4,148-30.3% | $5,601-48.4% | $4,028-28.2% |
| Admin fee / account holder | $4,878 | $6,583-25.9% | $10,329-52.8% | $5,403-9.7% |