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 | $49,002 | $77,816-37.0% | $123,552-60.3% | $64,173-23.6% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -4.62% | 12.49%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,901 | $3,014-3.8% | $4,628-37.3% | $2,381+21.8% |
| Participant deferral / active EE | $3,327 | $5,240-36.5% | $6,426-48.2% | $3,470-4.1% |
| Admin fee / account holder | $4,607 | $5,519-16.5% | $9,285-50.4% | $4,887-5.7% |