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 | $31,466 | $53,596-41.3% | $90,657-65.3% | $64,173-51.0% |
| Participation rate | 90.3% | 64.5%+25.8pp | 74.0%+16.3pp | 69.6%+20.8pp |
| Annual return | -1.84% | 4.41%-6.3pp | 1.89%-3.7pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,017 | $1,503+34.2% | $2,532-20.3% | $2,381-15.3% |
| Participant deferral / active EE | $3,569 | $2,459+45.2% | $3,424+4.2% | $3,470+2.9% |
| Admin fee / account holder | $2,264 | $3,868-41.5% | $4,994-54.7% | $4,887-53.7% |