Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,000 | $62,583-28.1% | $76,767-41.4% | $64,173-29.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | 4.28% | -1.95%+6.2pp | 2.43%+1.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $4,213 | $1,832+130.0% | $2,485+69.5% | $2,381+77.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,211 | $4,667-52.6% | $6,675-66.9% | $4,887-54.8% |