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 | $52,220 | $62,583-16.6% | $76,767-32.0% | $64,173-18.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.35% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,586 | $1,832+41.1% | $2,485+4.0% | $2,381+8.6% |
| Participant deferral / active EE | $5,991 | $3,145+90.5% | $3,852+55.5% | $3,470+72.7% |
| Admin fee / account holder | $1,211 | $4,667-74.1% | $6,675-81.9% | $4,887-75.2% |