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 | $58,476 | $124,346-53.0% | $111,306-47.5% | $167,553-65.1% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 16.01% | 37.46%-21.4pp | 54.67%-38.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $2,578 | $3,438-25.0% | $2,732-5.6% | $4,840-46.7% |
| Participant deferral / active EE | $7,049 | $5,182+36.0% | $4,488+57.1% | $6,343+11.1% |
| Admin fee / account holder | $410 | $10,623-96.1% | $7,966-94.9% | $12,316-96.7% |