Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,357 | $56,894+14.9% | $84,753-22.9% | $62,881+3.9% |
| Participation rate | 95.0% | 68.5%+26.5pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,448 | $2,400+43.7% | $3,574-3.5% | $2,281+51.2% |
| Participant deferral / active EE | $2,514 | $2,709-7.2% | $3,712-32.3% | $3,203-21.5% |
| Admin fee / account holder | $4,174 | $3,581+16.6% | $5,333-21.7% | $4,296-2.8% |