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 | $53,221 | $35,183+51.3% | $73,550-27.6% | $70,126-24.1% |
| Participation rate | 98.8% | 42.9%+55.8pp | 54.9%+43.8pp | 69.5%+29.2pp |
| Annual return | 15.58% | 26.90%-11.3pp | -15.16%+30.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,836 | $709+300.2% | $1,219+132.6% | $2,343+21.1% |
| Participant deferral / active EE | $1,780 | $1,220+45.9% | $1,804-1.3% | $3,332-46.6% |
| Admin fee / account holder | $1,064 | $2,302-53.8% | $2,320-54.1% | $4,645-77.1% |