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 | $51,028 | $82,032-37.8% | $123,106-58.5% | $59,632-14.4% |
| Participation rate | 87.0% | 83.2%+3.8pp | 86.8%+0.3pp | 68.7%+18.4pp |
| Annual return | 0.83% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $2,432 | $3,297-26.2% | $5,151-52.8% | $2,203+10.4% |
| Participant deferral / active EE | $5,342 | $4,667+14.5% | $6,229-14.2% | $3,192+67.4% |
| Admin fee / account holder | $2,884 | $5,881-51.0% | $9,015-68.0% | $4,297-32.9% |