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 | $34,607 | $71,873-51.9% | $86,698-60.1% | $68,490-49.5% |
| Participation rate | 89.6% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.7pp |
| Annual return | -14.80% | 3.54%-18.3pp | 35.96%-50.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,188 | $2,173-45.3% | $2,837-58.1% | $2,597-54.2% |
| Participant deferral / active EE | $2,366 | $3,779-37.4% | $4,656-49.2% | $4,028-41.3% |
| Admin fee / account holder | $2,010 | $6,110-67.1% | $7,492-73.2% | $5,403-62.8% |