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 | $37,715 | $45,152-16.5% | $73,845-48.9% | $59,632-36.8% |
| Participation rate | 70.2% | 64.0%+6.2pp | 73.4%-3.3pp | 68.7%+1.5pp |
| Annual return | 1.32% | 27.40%-26.1pp | 2267.91%-2266.6pp | 2041.32%-2040.0pp |
| Employer contribution / active EE | $2,007 | $1,902+5.5% | $2,788-28.0% | $2,203-8.9% |
| Participant deferral / active EE | $2,030 | $2,574-21.1% | $3,583-43.4% | $3,192-36.4% |
| Admin fee / account holder | $3,000 | $3,516-14.7% | $4,881-38.5% | $4,297-30.2% |