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 | $50,963 | $51,207-0.5% | $70,565-27.8% | $75,177-32.2% |
| Participation rate | 75.0% | 61.0%+14.0pp | 68.4%+6.6pp | 67.2%+7.8pp |
| Annual return | 20.75% | 30.05%-9.3pp | 32.79%-12.0pp | 160.75%-140.0pp |
| Employer contribution / active EE | $667 | $1,826-63.5% | $2,976-77.6% | $2,671-75.0% |
| Participant deferral / active EE | $4,105 | $2,850+44.0% | $4,568-10.1% | $4,126-0.5% |
| Admin fee / account holder | $1,050 | $4,097-74.4% | $6,430-83.7% | $5,651-81.4% |