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 | $55,062 | $54,380+1.3% | $68,509-19.6% | $59,633-7.7% |
| Participation rate | 93.4% | 70.2%+23.3pp | 74.7%+18.7pp | 68.7%+24.8pp |
| Annual return | 1.27% | 2.83%-1.6pp | 8.27%-7.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $1,614 | $1,539+4.9% | $2,278-29.2% | $2,203-26.7% |
| Participant deferral / active EE | $3,567 | $2,643+35.0% | $3,382+5.5% | $3,192+11.8% |
| Admin fee / account holder | $3,242 | $3,885-16.6% | $5,275-38.5% | $4,297-24.5% |