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 | $53,839 | $72,388-25.6% | $111,392-51.7% | $64,173-16.1% |
| Participation rate | 87.0% | 70.5%+16.4pp | 78.9%+8.1pp | 69.6%+17.4pp |
| Annual return | -2.42% | -1.50%-0.9pp | -2.06%-0.4pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,743 | $3,000-8.5% | $4,328-36.6% | $2,381+15.2% |
| Participant deferral / active EE | $6,858 | $4,241+61.7% | $5,567+23.2% | $3,470+97.7% |
| Admin fee / account holder | $341 | $5,719-94.0% | $12,266-97.2% | $4,887-93.0% |