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 | $43,890 | $49,024-10.5% | $112,860-61.1% | $87,485-49.8% |
| Participation rate | 96.9% | 62.2%+34.7pp | 66.3%+30.6pp | 68.9%+27.9pp |
| Annual return | 22.04% | 43.86%-21.8pp | 35.26%-13.2pp | 26.06%-4.0pp |
| Employer contribution / active EE | $529 | $1,290-59.0% | $2,206-76.0% | $2,596-79.6% |
| Participant deferral / active EE | $4,116 | $2,209+86.3% | $3,493+17.8% | $4,274-3.7% |
| Admin fee / account holder | $2,060 | $6,266-67.1% | $6,841-69.9% | $7,775-73.5% |