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 | $56,791 | $116,190-51.1% | $93,614-39.3% | $152,885-62.9% |
| Participation rate | 92.3% | 78.0%+14.3pp | 75.8%+16.5pp | 82.5%+9.9pp |
| Annual return | 16.00% | 35.96%-20.0pp | 32.76%-16.8pp | 345.39%-329.4pp |
| Employer contribution / active EE | $1,620 | $3,219-49.7% | $2,718-40.4% | $4,763-66.0% |
| Participant deferral / active EE | $5,980 | $4,604+29.9% | $4,069+47.0% | $5,851+2.2% |
| Admin fee / account holder | $25,936 | $10,749+141.3% | $7,889+228.8% | $11,598+123.6% |