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 | $49,603 | $66,402-25.3% | $109,907-54.9% | $85,847-42.2% |
| Participation rate | 92.1% | 63.9%+28.2pp | 74.2%+17.9pp | 69.3%+22.8pp |
| Annual return | 13.31% | 19.59%-6.3pp | 29.46%-16.2pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,981 | $1,687+17.4% | $2,844-30.3% | $2,565-22.8% |
| Participant deferral / active EE | $3,485 | $2,842+22.6% | $4,047-13.9% | $3,952-11.8% |
| Admin fee / account holder | $43,351 | $4,557+851.3% | $6,069+614.4% | $6,261+592.4% |