Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,661 | $64,359+0.5% | $90,161-28.3% | $70,126-7.8% |
| Participation rate | 95.9% | 70.4%+25.5pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,309 | $2,046+61.8% | $3,318-0.3% | $2,343+41.3% |
| Participant deferral / active EE | $3,081 | $4,389-29.8% | $5,287-41.7% | $3,332-7.5% |
| Admin fee / account holder | $902 | $3,945-77.1% | $5,943-84.8% | $4,645-80.6% |