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 | $45,383 | $67,411-32.7% | $91,004-50.1% | $70,131-35.3% |
| Participation rate | 83.6% | 71.4%+12.2pp | 75.6%+8.0pp | 69.5%+14.1pp |
| Annual return | 38.21% | -40.16%+78.4pp | 4.60%+33.6pp | 73.14%-34.9pp |
| Employer contribution / active EE | $4,421 | $1,786+147.5% | $2,456+80.0% | $2,342+88.7% |
| Participant deferral / active EE | $3,236 | $2,823+14.6% | $3,548-8.8% | $3,332-2.9% |
| Admin fee / account holder | $523 | $4,236-87.6% | $5,417-90.3% | $4,645-88.7% |