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 | $84,951 | $95,453-11.0% | $112,040-24.2% | $82,448+3.0% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,440 | $2,318+5.3% | $2,954-17.4% | $2,551-4.4% |
| Participant deferral / active EE | $6,439 | $4,224+52.4% | $5,098+26.3% | $4,139+55.6% |
| Admin fee / account holder | $1,670 | $9,013-81.5% | $12,098-86.2% | $7,234-76.9% |