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 | $38,574 | $43,333-11.0% | $59,883-35.6% | $64,181-39.9% |
| Participation rate | 85.4% | 69.2%+16.2pp | 74.7%+10.7pp | 69.6%+15.8pp |
| Annual return | -0.15% | -1.55%+1.4pp | 3.46%-3.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,533 | $2,547-39.8% | $3,402-54.9% | $3,470-55.8% |
| Admin fee / account holder | $6,100 | $3,006+102.9% | $3,591+69.9% | $4,887+24.8% |