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 | $46,433 | $62,583-25.8% | $76,767-39.5% | $64,173-27.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 3.57% | -1.95%+5.5pp | 2.43%+1.1pp | 7.63%-4.1pp |
| Employer contribution / active EE | $4,326 | $1,832+136.1% | $2,485+74.1% | $2,381+81.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,405 | $4,667-48.5% | $6,675-64.0% | $4,887-50.8% |