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 | $37,487 | $58,600-36.0% | $83,327-55.0% | $64,173-41.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.64% | 9.66%-15.3pp | 10.64%-16.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,803 | $2,098+33.6% | $3,379-17.0% | $2,381+17.7% |
| Participant deferral / active EE | $3,249 | $4,656-30.2% | $5,565-41.6% | $3,470-6.4% |
| Admin fee / account holder | $2,694 | $9,282-71.0% | $7,540-64.3% | $4,887-44.9% |