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 | $34,015 | $71,873-52.7% | $86,698-60.8% | $68,490-50.3% |
| Participation rate | 80.7% | 72.2%+8.5pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -8.81% | 3.54%-12.3pp | 35.96%-44.8pp | -7.85%-1.0pp |
| Employer contribution / active EE | $5,137 | $2,173+136.4% | $2,837+81.1% | $2,597+97.8% |
| Participant deferral / active EE | $3,109 | $3,779-17.7% | $4,656-33.2% | $4,028-22.8% |
| Admin fee / account holder | $1,164 | $6,110-80.9% | $7,492-84.5% | $5,403-78.5% |