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 | $41,517 | $64,716-35.8% | $112,258-63.0% | $68,495-39.4% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -17.62% | -11.40%-6.2pp | 27.47%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,095 | $2,746-60.1% | $3,636-69.9% | $2,596-57.8% |
| Participant deferral / active EE | $4,027 | $3,565+13.0% | $4,728-14.8% | $4,0280% |
| Admin fee / account holder | $2,018 | $5,232-61.4% | $6,411-68.5% | $5,403-62.6% |