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 | $19,288 | $50,947-62.1% | $74,549-74.1% | $64,173-69.9% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.1%+1.4pp | 69.6%+1.0pp |
| Annual return | -7.38% | -1.85%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,024 | $1,115+81.4% | $1,961+3.2% | $2,381-15.0% |
| Participant deferral / active EE | $4,460 | $2,302+93.8% | $3,108+43.5% | $3,470+28.6% |
| Admin fee / account holder | $3,072 | $4,221-27.2% | $5,059-39.3% | $4,887-37.1% |