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 | $30,850 | $53,841-42.7% | $75,731-59.3% | $85,851-64.1% |
| Participation rate | 96.2% | 69.0%+27.1pp | 74.8%+21.3pp | 69.3%+26.8pp |
| Annual return | 14.72% | 24.54%-9.8pp | 104.65%-89.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $2,262 | $2,017+12.2% | $2,743-17.5% | $2,565-11.8% |
| Participant deferral / active EE | $2,262 | $2,895-21.8% | $3,820-40.8% | $3,952-42.8% |
| Admin fee / account holder | $1,154 | $3,340-65.5% | $3,620-68.1% | $6,261-81.6% |