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 | $51,293 | $62,583-18.0% | $76,767-33.2% | $64,173-20.1% |
| Participation rate | 91.5% | 72.8%+18.6pp | 77.0%+14.5pp | 69.6%+21.9pp |
| Annual return | -5.31% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,397 | $1,832-23.7% | $2,485-43.8% | $2,381-41.3% |
| Participant deferral / active EE | $2,903 | $3,145-7.7% | $3,852-24.6% | $3,470-16.3% |
| Admin fee / account holder | $4,038 | $4,667-13.5% | $6,675-39.5% | $4,887-17.4% |