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 | $42,893 | $62,177-31.0% | $81,370-47.3% | $74,478-42.4% |
| Participation rate | 77.6% | 64.1%+13.5pp | 69.5%+8.0pp | 67.2%+10.3pp |
| Annual return | 11.93% | 16.62%-4.7pp | 24.85%-12.9pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,867 | $1,881-0.8% | $2,464-24.2% | $2,626-28.9% |
| Participant deferral / active EE | $2,861 | $3,219-11.1% | $3,885-26.4% | $4,350-34.2% |
| Admin fee / account holder | $3,205 | $1,927+66.4% | $5,749-44.2% | $1,946+64.7% |