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 | $56,001 | $43,344+29.2% | $59,899-6.5% | $64,173-12.7% |
| Participation rate | 96.6% | 69.2%+27.4pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -4.08% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,982 | $2,547+17.0% | $3,402-12.4% | $3,470-14.1% |
| Admin fee / account holder | $592 | $3,008-80.3% | $3,592-83.5% | $4,887-87.9% |