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 | $29,484 | $87,546-66.3% | $75,784-61.1% | $125,389-76.5% |
| Participation rate | 81.8% | 80.2%+1.6pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | -0.37% | 13.49%-13.9pp | 9.68%-10.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,236 | $3,930-68.6% | $3,323-62.8% | $4,866-74.6% |
| Participant deferral / active EE | $2,007 | $4,230-52.5% | $3,652-45.0% | $5,352-62.5% |
| Admin fee / account holder | $3,300 | $6,503-49.3% | $5,300-37.7% | $9,541-65.4% |