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 | $61,057 | $110,083-44.5% | $151,645-59.7% | $68,490-10.9% |
| Participation rate | 97.6% | 84.0%+13.6pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | 9.97% | -10.12%+20.1pp | 3.34%+6.6pp | -7.85%+17.8pp |
| Employer contribution / active EE | $2,386 | $4,470-46.6% | $6,165-61.3% | $2,597-8.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $521 | $7,718-93.3% | $11,614-95.5% | $5,403-90.4% |