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 | $49,198 | $77,817-36.8% | $123,553-60.2% | $64,173-23.3% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.3%+13.9pp | 69.6%+26.7pp |
| Annual return | -0.71% | 12.49%-13.2pp | 119.21%-119.9pp | 7.63%-8.3pp |
| Employer contribution / active EE | $1,067 | $3,014-64.6% | $4,628-76.9% | $2,381-55.2% |
| Participant deferral / active EE | $5,160 | $5,240-1.5% | $6,426-19.7% | $3,470+48.7% |
| Admin fee / account holder | $5,143 | $5,519-6.8% | $9,284-44.6% | $4,887+5.2% |