Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $51,712 | $110,410-53.2% | $102,437-49.5% | $145,897-64.6% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 11.05% | 24.85%-13.8pp | 24.95%-13.9pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,660 | $4,217-36.9% | $3,871-31.3% | $4,663-43.0% |
| Participant deferral / active EE | $6,608 | $5,622+17.5% | $5,060+30.6% | $6,689-1.2% |
| Admin fee / account holder | $3,046 | $9,745-68.7% | $8,388-63.7% | $13,390-77.3% |