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 | $45,694 | $56,060-18.5% | $76,002-39.9% | $80,874-43.5% |
| Participation rate | 97.0% | 62.0%+34.9pp | 69.1%+27.9pp | 67.6%+29.3pp |
| Annual return | 13.75% | 20.54%-6.8pp | 360.07%-346.3pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,094 | $1,873+65.2% | $2,688+15.1% | $2,756+12.3% |
| Participant deferral / active EE | $3,706 | $3,051+21.4% | $4,257-12.9% | $4,297-13.8% |
| Admin fee / account holder | $2,527 | $5,237-51.8% | $6,414-60.6% | $6,935-63.6% |