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 | $56,168 | $72,177-22.2% | $115,038-51.2% | $59,633-5.8% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | 12.42% | 12.02%+0.4pp | 26.14%-13.7pp | 2041.45%-2029.0pp |
| Employer contribution / active EE | $809 | $2,841-71.5% | $4,608-82.4% | $2,203-63.3% |
| Participant deferral / active EE | $7,830 | $4,783+63.7% | $6,026+29.9% | $3,192+145.3% |
| Admin fee / account holder | $2,660 | $4,927-46.0% | $8,175-67.5% | $4,297-38.1% |