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 | $32,884 | $43,344-24.1% | $59,899-45.1% | $64,173-48.8% |
| Participation rate | 93.3% | 69.2%+24.2pp | 74.7%+18.6pp | 69.6%+23.8pp |
| Annual return | -4.60% | -1.55%-3.0pp | 3.46%-8.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,795 | $2,030+37.7% | $2,723+2.7% | $2,381+17.4% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $970 | $3,008-67.8% | $3,592-73.0% | $4,887-80.2% |