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 | $57,328 | $72,177-20.6% | $115,037-50.2% | $59,633-3.9% |
| Participation rate | 84.2% | 72.6%+11.7pp | 81.4%+2.8pp | 68.7%+15.5pp |
| Annual return | 0.27% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $2,739 | $2,841-3.6% | $4,608-40.6% | $2,203+24.4% |
| Participant deferral / active EE | $6,302 | $4,783+31.8% | $6,026+4.6% | $3,192+97.5% |
| Admin fee / account holder | $7,948 | $4,927+61.3% | $8,175-2.8% | $4,297+85.0% |