Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,885 | $71,878-34.8% | $86,698-45.9% | $68,486-31.5% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -15.13% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $722 | $2,173-66.8% | $2,837-74.5% | $2,597-72.2% |
| Participant deferral / active EE | $2,927 | $3,779-22.6% | $4,656-37.1% | $4,028-27.3% |
| Admin fee / account holder | $5,269 | $6,113-13.8% | $7,493-29.7% | $5,404-2.5% |