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 | $43,000 | $101,798-57.8% | $165,071-74.0% | $80,935-46.9% |
| Participation rate | 84.4% | 71.8%+12.6pp | 78.6%+5.8pp | 67.7%+16.8pp |
| Annual return | 13.03% | 16.73%-3.7pp | 70.17%-57.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,231 | $2,954-58.3% | $4,347-71.7% | $2,757-55.3% |
| Participant deferral / active EE | $4,430 | $4,476-1.0% | $6,035-26.6% | $4,299+3.0% |
| Admin fee / account holder | $7,968 | $8,221-3.1% | $12,695-37.2% | $6,924+15.1% |