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 | $49,126 | $56,197-12.6% | $67,652-27.4% | $59,633-17.6% |
| Participation rate | 84.3% | 71.5%+12.8pp | 75.7%+8.6pp | 68.7%+15.6pp |
| Annual return | 1.72% | 18508.10%-18506.4pp | 6625.40%-6623.7pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $971 | $1,615-39.9% | $2,266-57.1% | $2,203-55.9% |
| Participant deferral / active EE | $1,503 | $2,844-47.1% | $3,560-57.8% | $3,192-52.9% |
| Admin fee / account holder | $978 | $3,958-75.3% | $4,821-79.7% | $4,297-77.2% |