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 | $26,938 | $76,401-64.7% | $106,387-74.7% | $64,181-58.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -4.80% | -2.19%-2.6pp | 0.25%-5.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,255 | $2,680+58.8% | $3,520+20.9% | $2,381+78.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,349 | $4,610-5.7% | $7,510-42.1% | $4,887-11.0% |