Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,663 | $62,589+30.5% | $76,768+6.4% | $64,173+27.3% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | -3.61% | -1.95%-1.7pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,500 | $1,832+36.5% | $2,485+0.6% | $2,381+5.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,868 | $4,667+132.9% | $6,675+62.8% | $4,887+122.4% |