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 | $33,894 | $62,589-45.8% | $76,768-55.8% | $64,173-47.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -6.78% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $734 | $1,832-59.9% | $2,485-70.5% | $2,381-69.2% |
| Participant deferral / active EE | $2,684 | $3,145-14.7% | $3,852-30.3% | $3,470-22.6% |
| Admin fee / account holder | $6,681 | $4,667+43.1% | $6,675+0.1% | $4,887+36.7% |