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 | $28,473 | $59,819-52.4% | $79,583-64.2% | $68,490-58.4% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | 2.44% | -12.30%+14.7pp | 0.16%+2.3pp | -7.85%+10.3pp |
| Employer contribution / active EE | $4,307 | $1,505+186.1% | $2,414+78.4% | $2,597+65.9% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,376 | $4,835-71.5% | $6,835-79.9% | $5,403-74.5% |