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 | $64,260 | $62,583+2.7% | $76,767-16.3% | $64,173+0.1% |
| Participation rate | 86.1% | 72.8%+13.3pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,333 | $1,832+81.9% | $2,485+34.1% | $2,381+40.0% |
| Participant deferral / active EE | $5,460 | $3,145+73.6% | $3,852+41.8% | $3,470+57.4% |
| Admin fee / account holder | $543 | $4,667-88.4% | $6,675-91.9% | $4,887-88.9% |