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 | $49,400 | $53,412-7.5% | $68,509-27.9% | $52,331-5.6% |
| Participation rate | 86.1% | 71.7%+14.4pp | 74.7%+11.4pp | 68.1%+18.0pp |
| Annual return | -0.97% | 3.42%-4.4pp | 8.27%-9.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $905 | $1,607-43.7% | $2,278-60.3% | $1,882-51.9% |
| Participant deferral / active EE | $2,288 | $2,688-14.9% | $3,382-32.4% | $3,022-24.3% |
| Admin fee / account holder | $2,196 | $461+376.5% | $5,275-58.4% | $592+271.2% |