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 | $56,052 | $62,583-10.4% | $76,767-27.0% | $64,173-12.7% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -5.61% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,300 | $3,145-26.9% | $3,852-40.3% | $3,470-33.7% |
| Admin fee / account holder | $692 | $4,667-85.2% | $6,675-89.6% | $4,887-85.8% |