Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,176 | $62,589-26.2% | $76,768-39.8% | $64,173-28.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.34% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,270 | $1,832+23.9% | $2,485-8.7% | $2,381-4.7% |
| Participant deferral / active EE | $3,253 | $3,145+3.4% | $3,852-15.5% | $3,470-6.2% |
| Admin fee / account holder | $2,006 | $4,667-57.0% | $6,675-70.0% | $4,887-59.0% |