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 | $60,109 | $42,383+41.8% | $76,523-21.4% | $64,181-6.3% |
| Participation rate | 81.2% | 58.1%+23.0pp | 68.0%+13.2pp | 69.6%+11.6pp |
| Annual return | 1.26% | -16.54%+17.8pp | -0.27%+1.5pp | 7.63%-6.4pp |
| Employer contribution / active EE | $1,072 | $1,563-31.4% | $2,647-59.5% | $2,381-55.0% |
| Participant deferral / active EE | $2,727 | $2,566+6.3% | $3,835-28.9% | $3,470-21.4% |
| Admin fee / account holder | $5,504 | $3,198+72.1% | $4,848+13.5% | $4,887+12.6% |