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 | $17,840 | $56,484-68.4% | $169,452-89.5% | $64,173-72.2% |
| Participation rate | 92.5% | 64.5%+28.0pp | 77.8%+14.7pp | 69.6%+22.9pp |
| Annual return | -7.40% | -1.55%-5.9pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,014 | $1,832+9.9% | $4,157-51.5% | $2,381-15.4% |
| Participant deferral / active EE | $3,425 | $3,448-0.7% | $5,277-35.1% | $3,470-1.3% |
| Admin fee / account holder | $4,512 | $4,174+8.1% | $9,110-50.5% | $4,887-7.7% |