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 | $50,430 | $87,546-42.4% | $75,784-33.5% | $125,389-59.8% |
| Participation rate | 94.1% | 80.2%+13.9pp | 75.8%+18.3pp | 83.2%+10.9pp |
| Annual return | -0.45% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,051 | $3,930-73.3% | $3,323-68.4% | $4,866-78.4% |
| Participant deferral / active EE | $2,793 | $4,230-34.0% | $3,652-23.5% | $5,352-47.8% |
| Admin fee / account holder | $27,064 | $6,503+316.2% | $5,300+410.7% | $9,541+183.7% |