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 | $56,874 | $95,383-40.4% | $185,837-69.4% | $85,856-33.8% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 14.71% | 23.59%-8.9pp | 122.08%-107.4pp | 318.58%-303.9pp |
| Employer contribution / active EE | $1,821 | $3,313-45.0% | $5,168-64.8% | $2,565-29.0% |
| Participant deferral / active EE | $3,516 | $3,423+2.7% | $5,568-36.9% | $3,952-11.0% |
| Admin fee / account holder | $4,911 | $7,213-31.9% | $16,241-69.8% | $6,261-21.6% |