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 | $25,969 | $48,267-46.2% | $68,808-62.3% | $68,486-62.1% |
| Participation rate | 77.1% | 60.7%+16.4pp | 69.0%+8.1pp | 67.9%+9.2pp |
| Annual return | -17.81% | -12.70%-5.1pp | -6.37%-11.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,643 | $1,829+99.2% | $2,656+37.2% | $2,597+40.3% |
| Participant deferral / active EE | $2,541 | $2,867-11.4% | $3,942-35.5% | $4,028-36.9% |
| Admin fee / account holder | $1,603 | $4,362-63.3% | $4,936-67.5% | $5,404-70.3% |