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 | $55,317 | $105,284-47.5% | $150,734-63.3% | $94,015-41.2% |
| Participation rate | 96.0% | 71.7%+24.3pp | 78.4%+17.6pp | 70.8%+25.2pp |
| Annual return | 18.82% | 15.67%+3.1pp | 600.81%-582.0pp | 17.84%+1.0pp |
| Employer contribution / active EE | $2,500 | $3,599-30.5% | $4,918-49.2% | $2,790-10.4% |
| Participant deferral / active EE | $4,555 | $4,274+6.6% | $5,610-18.8% | $4,249+7.2% |
| Admin fee / account holder | $915 | $9,839-90.7% | $14,905-93.9% | $8,951-89.8% |