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 | $31,635 | $51,638-38.7% | $68,368-53.7% | $82,448-61.6% |
| Participation rate | 91.9% | 63.6%+28.3pp | 73.8%+18.1pp | 68.1%+23.8pp |
| Annual return | 17.21% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,349 | $2,047-34.1% | $2,649-49.1% | $2,551-47.1% |
| Participant deferral / active EE | $2,887 | $2,914-0.9% | $4,123-30.0% | $4,139-30.2% |
| Admin fee / account holder | $2,897 | $4,643-37.6% | $5,150-43.8% | $7,234-60.0% |