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 | $35,387 | $73,848-52.1% | $143,799-75.4% | $68,486-48.3% |
| Participation rate | 93.0% | 66.7%+26.4pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -11.30% | 0.91%-12.2pp | -0.04%-11.3pp | -7.85%-3.4pp |
| Employer contribution / active EE | $2,626 | $3,184-17.5% | $4,952-47.0% | $2,597+1.1% |
| Participant deferral / active EE | $3,087 | $3,385-8.8% | $5,638-45.3% | $4,028-23.4% |
| Admin fee / account holder | $761 | $5,755-86.8% | $14,677-94.8% | $5,404-85.9% |