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 | $65,364 | $72,177-9.4% | $115,038-43.2% | $59,633+9.6% |
| Participation rate | 87.0% | 72.6%+14.4pp | 81.4%+5.6pp | 68.7%+18.3pp |
| Annual return | -1.31% | 12.02%-13.3pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,935 | $2,841+3.3% | $4,608-36.3% | $2,203+33.3% |
| Participant deferral / active EE | $8,185 | $4,783+71.1% | $6,026+35.8% | $3,192+156.5% |
| Admin fee / account holder | $3,391 | $4,927-31.2% | $8,175-58.5% | $4,297-21.1% |