Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,147 | $58,493-4.0% | $84,021-33.2% | $72,975-23.1% |
| Participation rate | 71.8% | 61.2%+10.6pp | 69.0%+2.8pp | 69.5%+2.3pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,242 | $1,163+92.8% | $1,984+13.0% | $2,440-8.1% |
| Participant deferral / active EE | $3,691 | $2,394+54.2% | $3,239+14.0% | $3,608+2.3% |
| Admin fee / account holder | $992 | $4,569-78.3% | $6,102-83.7% | $5,124-80.6% |