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 | $14,191 | $73,863-80.8% | $143,797-90.1% | $68,490-79.3% |
| Participation rate | 79.3% | 66.7%+12.6pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -18.77% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $981 | $3,185-69.2% | $4,952-80.2% | $2,597-62.2% |
| Participant deferral / active EE | $2,225 | $3,385-34.3% | $5,638-60.5% | $4,028-44.8% |
| Admin fee / account holder | $3,706 | $5,756-35.6% | $14,679-74.8% | $5,403-31.4% |