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 | $43,508 | $110,083-60.5% | $151,645-71.3% | $68,490-36.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 4.75% | -10.12%+14.9pp | 3.34%+1.4pp | -7.85%+12.6pp |
| Employer contribution / active EE | $2,244 | $4,470-49.8% | $6,165-63.6% | $2,597-13.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,626 | $7,718-78.9% | $11,614-86.0% | $5,403-69.9% |