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 | $44,598 | $127,386-65.0% | $115,037-61.2% | $125,388-64.4% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -0.46% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,289 | $5,166-55.7% | $4,608-50.3% | $4,866-53.0% |
| Participant deferral / active EE | $3,983 | $6,423-38.0% | $6,026-33.9% | $5,352-25.6% |
| Admin fee / account holder | $591 | $9,516-93.8% | $8,175-92.8% | $9,541-93.8% |