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 | $85,053 | $110,083-22.7% | $151,639-43.9% | $68,486+24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 1.16% | -10.12%+11.3pp | 3.34%-2.2pp | -7.85%+9.0pp |
| Employer contribution / active EE | $3,675 | $4,470-17.8% | $6,165-40.4% | $2,597+41.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,008 | $7,718-86.9% | $11,613-91.3% | $5,404-81.4% |