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 | $46,883 | $77,816-39.8% | $123,552-62.1% | $64,173-26.9% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.4pp |
| Annual return | -6.11% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $662 | $3,014-78.0% | $4,628-85.7% | $2,381-72.2% |
| Participant deferral / active EE | $8,022 | $5,240+53.1% | $6,426+24.8% | $3,470+131.2% |
| Admin fee / account holder | $5,103 | $5,519-7.5% | $9,285-45.0% | $4,887+4.4% |