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 | $51,146 | $69,012-25.9% | $160,037-68.0% | $68,490-25.3% |
| Participation rate | 89.6% | 65.4%+24.2pp | 78.0%+11.6pp | 67.9%+21.7pp |
| Annual return | 4.03% | -9.65%+13.7pp | 408.95%-404.9pp | -7.85%+11.9pp |
| Employer contribution / active EE | $1,246 | $2,212-43.7% | $4,226-70.5% | $2,597-52.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,565 | $4,798-25.7% | $8,716-59.1% | $5,403-34.0% |