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 | $37,956 | $71,872-47.2% | $86,691-56.2% | $68,495-44.6% |
| Participation rate | 93.6% | 72.2%+21.4pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -13.47% | 3.53%-17.0pp | 35.94%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,595 | $2,173+65.4% | $2,837+26.7% | $2,596+38.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $747 | $6,112-87.8% | $7,492-90.0% | $5,403-86.2% |