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 | $26,973 | $64,719-58.3% | $112,249-76.0% | $68,486-60.6% |
| Participation rate | 91.5% | 67.2%+24.3pp | 75.1%+16.4pp | 67.9%+23.6pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,786 | $2,747-35.0% | $3,636-50.9% | $2,597-31.2% |
| Participant deferral / active EE | $2,915 | $3,565-18.2% | $4,729-38.4% | $4,028-27.6% |
| Admin fee / account holder | $464 | $5,232-91.1% | $6,412-92.8% | $5,404-91.4% |