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 | $60,204 | $54,162+11.2% | $68,612-12.3% | $64,173-6.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.53% | -1.62%-2.9pp | -4.63%+0.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,572 | $1,846+256.0% | $2,625+150.4% | $2,381+176.1% |
| Participant deferral / active EE | $2,947 | $2,626+12.2% | $3,311-11.0% | $3,470-15.1% |
| Admin fee / account holder | $3,272 | $4,029-18.8% | $5,131-36.2% | $4,887-33.0% |