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 | $52,960 | $40,275+31.5% | $57,356-7.7% | $59,633-11.2% |
| Participation rate | 77.9% | 69.1%+8.8pp | 75.1%+2.8pp | 68.7%+9.3pp |
| Annual return | 0.66% | 27.52%-26.9pp | 24.41%-23.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,002 | $1,921-47.8% | $2,689-62.7% | $2,203-54.5% |
| Participant deferral / active EE | $3,781 | $2,400+57.6% | $3,162+19.6% | $3,192+18.5% |
| Admin fee / account holder | $3,728 | $2,820+32.2% | $3,357+11.0% | $4,297-13.2% |