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 | $44,026 | $50,554-12.9% | $67,681-35.0% | $87,485-49.7% |
| Participation rate | 92.5% | 67.7%+24.8pp | 73.7%+18.7pp | 68.9%+23.5pp |
| Annual return | 18.07% | 17.81%+0.3pp | 590.58%-572.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,573 | $1,988+29.4% | $2,678-3.9% | $2,596-0.9% |
| Participant deferral / active EE | $2,670 | $2,961-9.8% | $3,976-32.8% | $4,274-37.5% |
| Admin fee / account holder | $1,913 | $4,132-53.7% | $6,100-68.6% | $7,775-75.4% |