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 | $141,332 | $167,353-15.5% | $143,797-1.7% | $134,545+5.0% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -5.38% | 0.48%-5.9pp | -0.04%-5.3pp | 418.37%-423.8pp |
| Employer contribution / active EE | $3,744 | $5,620-33.4% | $4,952-24.4% | $4,742-21.0% |
| Participant deferral / active EE | $3,476 | $6,447-46.1% | $5,638-38.3% | $6,401-45.7% |
| Admin fee / account holder | $3,002 | $18,096-83.4% | $14,679-79.5% | $11,431-73.7% |