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 | $42,944 | $86,701-50.5% | $73,309-41.4% | $125,389-65.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 74.9%+15.1pp | 83.2%+6.8pp |
| Annual return | -2.94% | 2.78%-5.7pp | 5.67%-8.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,419 | $4,152-41.7% | $3,237-25.3% | $4,866-50.3% |
| Participant deferral / active EE | $2,567 | $5,549-53.7% | $4,991-48.6% | $5,352-52.0% |
| Admin fee / account holder | $11,253 | $7,768+44.9% | $5,635+99.7% | $9,541+17.9% |