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 | $45,813 | $124,346-63.2% | $111,308-58.8% | $167,536-72.7% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 11.90% | 37.45%-25.6pp | 54.67%-42.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,446 | $3,437-57.9% | $2,732-47.1% | $4,839-70.1% |
| Participant deferral / active EE | $2,994 | $5,182-42.2% | $4,487-33.3% | $6,342-52.8% |
| Admin fee / account holder | $3,100 | $10,621-70.8% | $7,965-61.1% | $12,315-74.8% |