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 | $64,505 | $167,362-61.5% | $143,799-55.1% | $134,532-52.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -1.09% | 0.47%-1.6pp | -0.04%-1.0pp | 418.27%-419.4pp |
| Employer contribution / active EE | $2,080 | $5,620-63.0% | $4,952-58.0% | $4,741-56.1% |
| Participant deferral / active EE | $3,970 | $6,447-38.4% | $5,638-29.6% | $6,401-38.0% |
| Admin fee / account holder | $2,938 | $18,094-83.8% | $14,677-80.0% | $11,429-74.3% |