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 | $61,130 | $62,583-2.3% | $76,767-20.4% | $64,173-4.7% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -3.04% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,056 | $1,832-42.4% | $2,485-57.5% | $2,381-55.7% |
| Participant deferral / active EE | $6,427 | $3,145+104.4% | $3,852+66.9% | $3,470+85.2% |
| Admin fee / account holder | $5,802 | $4,667+24.3% | $6,675-13.1% | $4,887+18.7% |