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 | $32,944 | $87,132-62.2% | $105,624-68.8% | $80,959-59.3% |
| Participation rate | 89.8% | 70.4%+19.4pp | 75.3%+14.5pp | 67.7%+22.1pp |
| Annual return | 11.26% | 17.03%-5.8pp | 116.20%-104.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,297 | $2,397-45.9% | $3,168-59.0% | $2,757-52.9% |
| Participant deferral / active EE | $2,735 | $3,985-31.4% | $5,013-45.4% | $4,300-36.4% |
| Admin fee / account holder | $12,152 | $8,449+43.8% | $10,961+10.9% | $6,925+75.5% |