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 | $61,019 | $48,267+26.4% | $68,808-11.3% | $68,486-10.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 3.53% | -12.70%+16.2pp | -6.37%+9.9pp | -7.85%+11.4pp |
| Employer contribution / active EE | $866 | $1,829-52.6% | $2,656-67.4% | $2,597-66.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $382 | $4,362-91.2% | $4,936-92.3% | $5,404-92.9% |