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 | $37,029 | $62,583-40.8% | $76,767-51.8% | $64,173-42.3% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.7pp | 69.6%+12.1pp |
| Annual return | -5.74% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,326 | $1,832+26.9% | $2,485-6.4% | $2,381-2.3% |
| Participant deferral / active EE | $2,458 | $3,145-21.8% | $3,852-36.2% | $3,470-29.2% |
| Admin fee / account holder | $3,903 | $4,667-16.4% | $6,675-41.5% | $4,887-20.1% |