Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,555 | $110,083-57.7% | $151,645-69.3% | $68,490-32.0% |
| Participation rate | 79.4% | 84.0%-4.5pp | 87.5%-8.1pp | 67.9%+11.5pp |
| Annual return | -17.81% | -10.12%-7.7pp | 3.34%-21.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,728 | $4,470-39.0% | $6,165-55.7% | $2,597+5.1% |
| Participant deferral / active EE | $3,476 | $6,526-46.7% | $8,363-58.4% | $4,028-13.7% |
| Admin fee / account holder | $467 | $7,718-93.9% | $11,614-96.0% | $5,403-91.4% |