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 | $27,380 | $71,480-61.7% | $90,782-69.8% | $64,173-57.3% |
| Participation rate | 75.0% | 77.6%-2.6pp | 82.7%-7.7pp | 69.6%+5.4pp |
| Annual return | -3.91% | -4.25%+0.3pp | -3.42%-0.5pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,690 | $3,415-50.5% | $4,105-58.8% | $2,381-29.0% |
| Participant deferral / active EE | $2,771 | $4,302-35.6% | $5,366-48.4% | $3,470-20.1% |
| Admin fee / account holder | $2,776 | $6,309-56.0% | $5,908-53.0% | $4,887-43.2% |