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 | $51,327 | $52,580-2.4% | $71,671-28.4% | $70,126-26.8% |
| Participation rate | 86.0% | 60.9%+25.1pp | 68.7%+17.3pp | 69.5%+16.5pp |
| Annual return | 14.91% | 20.25%-5.3pp | 20.65%-5.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $773 | $1,616-52.2% | $2,460-68.6% | $2,343-67.0% |
| Participant deferral / active EE | $3,613 | $2,386+51.4% | $3,438+5.1% | $3,332+8.5% |
| Admin fee / account holder | $1,414 | $3,653-61.3% | $5,558-74.6% | $4,645-69.6% |