Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,321 | $73,009-36.6% | $90,760-49.0% | $68,486-32.4% |
| Participation rate | 98.0% | 70.8%+27.2pp | 75.7%+22.3pp | 67.9%+30.1pp |
| Annual return | -16.97% | -13.81%-3.2pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,147 | $2,193+43.5% | $2,922+7.7% | $2,597+21.2% |
| Participant deferral / active EE | $3,296 | $3,626-9.1% | $4,565-27.8% | $4,028-18.2% |
| Admin fee / account holder | $1,853 | $5,896-68.6% | $8,444-78.1% | $5,404-65.7% |