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 | $57,685 | $62,583-7.8% | $76,767-24.9% | $64,173-10.1% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+17.0pp | 69.6%+24.4pp |
| Annual return | -2.76% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $964 | $1,832-47.4% | $2,485-61.2% | $2,381-59.5% |
| Participant deferral / active EE | $2,800 | $3,145-11.0% | $3,852-27.3% | $3,470-19.3% |
| Admin fee / account holder | $14,901 | $4,667+219.3% | $6,675+123.2% | $4,887+204.9% |