Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,072 | $73,848-66.0% | $143,799-82.6% | $68,486-63.4% |
| Participation rate | 76.1% | 66.7%+9.4pp | 80.3%-4.3pp | 67.9%+8.2pp |
| Annual return | -16.39% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,505 | $3,184-52.7% | $4,952-69.6% | $2,597-42.0% |
| Participant deferral / active EE | $2,784 | $3,385-17.7% | $5,638-50.6% | $4,028-30.9% |
| Admin fee / account holder | $4,163 | $5,755-27.7% | $14,677-71.6% | $5,404-23.0% |