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 | $21,616 | $77,817-72.2% | $123,553-82.5% | $64,173-66.3% |
| Participation rate | 78.3% | 74.7%+3.6pp | 82.3%-4.0pp | 69.6%+8.8pp |
| Annual return | -4.42% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $784 | $3,014-74.0% | $4,628-83.1% | $2,381-67.1% |
| Participant deferral / active EE | $2,334 | $5,240-55.5% | $6,426-63.7% | $3,470-32.7% |
| Admin fee / account holder | $7,673 | $5,519+39.0% | $9,284-17.4% | $4,887+57.0% |