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 | $39,594 | $50,958-22.3% | $74,552-46.9% | $64,181-38.3% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.1%+3.6pp | 69.6%+3.2pp |
| Annual return | -6.88% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $315 | $1,115-71.8% | $1,961-84.0% | $2,381-86.8% |
| Participant deferral / active EE | $1,640 | $2,301-28.7% | $3,108-47.2% | $3,470-52.7% |
| Admin fee / account holder | $5,879 | $4,223+39.2% | $5,060+16.2% | $4,887+20.3% |