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 | $60,634 | $94,529-35.9% | $140,019-56.7% | $64,173-5.5% |
| Participation rate | 86.9% | 84.1%+2.8pp | 87.5%-0.6pp | 69.6%+17.3pp |
| Annual return | -5.81% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,851 | $3,812-51.5% | $5,605-67.0% | $2,381-22.3% |
| Participant deferral / active EE | $3,180 | $5,250-39.4% | $6,927-54.1% | $3,470-8.4% |
| Admin fee / account holder | $4,286 | $6,741-36.4% | $10,705-60.0% | $4,887-12.3% |