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 | $43,656 | $87,059-49.9% | $105,608-58.7% | $80,925-46.1% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.7%+24.3pp |
| Annual return | 10.41% | 17.05%-6.6pp | 116.50%-106.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,083 | $2,396-13.1% | $3,167-34.2% | $2,756-24.4% |
| Participant deferral / active EE | $2,472 | $3,986-38.0% | $5,010-50.7% | $4,299-42.5% |
| Admin fee / account holder | $13,629 | $8,443+61.4% | $11,028+23.6% | $6,940+96.4% |