Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,608 | $57,352+5.7% | $83,830-27.7% | $64,173-5.6% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.2pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,974 | $2,546-22.5% | $3,631-45.6% | $2,381-17.1% |
| Participant deferral / active EE | $5,482 | $2,993+83.2% | $4,082+34.3% | $3,470+58.0% |
| Admin fee / account holder | $4,264 | $4,046+5.4% | $5,479-22.2% | $4,887-12.8% |