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 | $50,463 | $67,411-25.1% | $91,004-44.5% | $70,126-28.0% |
| Participation rate | 91.4% | 71.4%+20.0pp | 75.6%+15.8pp | 69.5%+21.8pp |
| Annual return | 21.24% | -40.16%+61.4pp | 4.60%+16.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,210 | $1,786-32.3% | $2,456-50.7% | $2,343-48.3% |
| Participant deferral / active EE | $2,863 | $2,823+1.4% | $3,548-19.3% | $3,332-14.1% |
| Admin fee / account holder | $2,125 | $4,236-49.8% | $5,417-60.8% | $4,645-54.3% |