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 | $36,171 | $73,839-51.0% | $143,788-74.8% | $68,495-47.2% |
| Participation rate | 89.1% | 66.7%+22.5pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -14.52% | 1.01%-15.5pp | -0.03%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,828 | $3,184+51.6% | $4,952-2.5% | $2,596+86.0% |
| Participant deferral / active EE | $2,953 | $3,384-12.8% | $5,638-47.6% | $4,028-26.7% |
| Admin fee / account holder | $5,787 | $5,755+0.6% | $14,675-60.6% | $5,403+7.1% |