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 | $37,627 | $43,333-13.2% | $59,883-37.2% | $64,181-41.4% |
| Participation rate | 96.4% | 69.2%+27.3pp | 74.7%+21.7pp | 69.6%+26.9pp |
| Annual return | -4.66% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,393 | $2,029+67.2% | $2,722+24.6% | $2,381+42.5% |
| Participant deferral / active EE | $4,837 | $2,547+89.9% | $3,402+42.2% | $3,470+39.4% |
| Admin fee / account holder | $900 | $3,006-70.0% | $3,591-74.9% | $4,887-81.6% |