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 | $56,241 | $127,387-55.9% | $115,038-51.1% | $125,389-55.1% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | 0.18% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,214 | $5,166-76.5% | $4,608-73.6% | $4,866-75.0% |
| Participant deferral / active EE | $3,696 | $6,423-42.4% | $6,026-38.7% | $5,352-30.9% |
| Admin fee / account holder | $471 | $9,516-95.0% | $8,175-94.2% | $9,541-95.1% |