Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,112 | $67,411-15.3% | $91,004-37.2% | $70,126-18.6% |
| Participation rate | 87.0% | 71.4%+15.6pp | 75.6%+11.4pp | 69.5%+17.5pp |
| Annual return | 20.53% | -40.16%+60.7pp | 4.60%+15.9pp | 73.15%-52.6pp |
| Employer contribution / active EE | $751 | $1,786-58.0% | $2,456-69.4% | $2,343-68.0% |
| Participant deferral / active EE | $2,389 | $2,823-15.4% | $3,548-32.7% | $3,332-28.3% |
| Admin fee / account holder | $3,677 | $4,236-13.2% | $5,417-32.1% | $4,645-20.9% |