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 | $30,074 | $69,515-56.7% | $86,874-65.4% | $85,854-65.0% |
| Participation rate | 75.5% | 66.3%+9.1pp | 71.6%+3.8pp | 69.3%+6.2pp |
| Annual return | 19.70% | 20.12%-0.4pp | 63.52%-43.8pp | 318.56%-298.9pp |
| Employer contribution / active EE | $2,383 | $1,880+26.8% | $2,495-4.5% | $2,565-7.1% |
| Participant deferral / active EE | $4,555 | $2,919+56.1% | $3,699+23.1% | $3,952+15.3% |
| Admin fee / account holder | $2,603 | $5,972-56.4% | $5,828-55.3% | $6,260-58.4% |