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 | $36,680 | $52,836-30.6% | $105,736-65.3% | $64,173-42.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -5.46% | 14.30%-19.8pp | 6.27%-11.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,848 | $1,827+1.1% | $3,268-43.5% | $2,381-22.4% |
| Participant deferral / active EE | $2,633 | $2,545+3.4% | $4,080-35.5% | $3,470-24.1% |
| Admin fee / account holder | $4,262 | $3,959+7.7% | $6,913-38.4% | $4,887-12.8% |