Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,258 | $43,483-18.9% | $54,726-35.6% | $64,173-45.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -3.46% | -1.03%-2.4pp | -4.56%+1.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $6,245 | $2,632+137.3% | $3,449+81.0% | $2,381+162.3% |
| Participant deferral / active EE | $6,505 | $3,102+109.7% | $3,953+64.5% | $3,470+87.5% |
| Admin fee / account holder | $3,947 | $4,250-7.1% | $3,818+3.4% | $4,887-19.2% |