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 | $52,126 | $149,741-65.2% | $118,914-56.2% | $158,982-67.2% |
| Participation rate | 95.8% | 82.1%+13.7pp | 75.4%+20.4pp | 82.0%+13.9pp |
| Annual return | 18.08% | 19.94%-1.9pp | 35.89%-17.8pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,285 | $4,119-44.5% | $3,264-30.0% | $4,763-52.0% |
| Participant deferral / active EE | $4,460 | $5,226-14.7% | $4,266+4.6% | $5,983-25.5% |
| Admin fee / account holder | $23,412 | $8,607+172.0% | $6,582+255.7% | $11,252+108.1% |