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 | $23,044 | $87,544-73.7% | $75,784-69.6% | $125,388-81.6% |
| Participation rate | 82.4% | 80.2%+2.2pp | 75.8%+6.5pp | 83.2%-0.8pp |
| Annual return | -2.54% | 13.49%-16.0pp | 9.68%-12.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $725 | $3,930-81.5% | $3,323-78.2% | $4,866-85.1% |
| Participant deferral / active EE | $2,807 | $4,229-33.6% | $3,652-23.1% | $5,352-47.5% |
| Admin fee / account holder | $557 | $6,502-91.4% | $5,300-89.5% | $9,541-94.2% |