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 | $65,298 | $58,577+11.5% | $83,323-21.6% | $64,181+1.7% |
| Participation rate | 93.5% | 72.0%+21.4pp | 77.8%+15.7pp | 69.6%+23.9pp |
| Annual return | -7.50% | 9.65%-17.1pp | 10.63%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $778 | $2,098-62.9% | $3,379-77.0% | $2,381-67.3% |
| Participant deferral / active EE | $6,744 | $4,654+44.9% | $5,565+21.2% | $3,470+94.4% |
| Admin fee / account holder | $1,098 | $9,275-88.2% | $7,539-85.4% | $4,887-77.5% |