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 | $48,660 | $64,716-24.8% | $112,258-56.7% | $68,495-29.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 1.03% | -11.40%+12.4pp | 27.47%-26.4pp | -7.84%+8.9pp |
| Employer contribution / active EE | $4,013 | $2,746+46.1% | $3,636+10.4% | $2,596+54.6% |
| Participant deferral / active EE | $2,402 | $3,565-32.6% | $4,728-49.2% | $4,028-40.4% |
| Admin fee / account holder | $818 | $5,232-84.4% | $6,411-87.2% | $5,403-84.9% |