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 | $53,568 | $45,566+17.6% | $64,105-16.4% | $59,633-10.2% |
| Participation rate | 81.8% | 60.2%+21.7pp | 68.2%+13.6pp | 68.7%+13.1pp |
| Annual return | 0.50% | 4.95%-4.4pp | 791.24%-790.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,122 | $934+20.1% | $1,820-38.4% | $2,203-49.1% |
| Participant deferral / active EE | $3,182 | $2,057+54.7% | $2,822+12.8% | $3,192-0.3% |
| Admin fee / account holder | $1,619 | $3,268-50.4% | $4,499-64.0% | $4,297-62.3% |