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 | $37,869 | $58,311-35.1% | $81,882-53.8% | $80,959-53.2% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.0pp |
| Annual return | 13.07% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,664 | $2,347-29.1% | $2,916-42.9% | $2,757-39.7% |
| Participant deferral / active EE | $2,551 | $3,287-22.4% | $4,323-41.0% | $4,300-40.7% |
| Admin fee / account holder | $4,097 | $4,752-13.8% | $7,360-44.3% | $6,925-40.8% |