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 | $46,643 | $40,264+15.8% | $57,349-18.7% | $59,633-21.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.82% | 27.51%-25.7pp | 24.40%-22.6pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $1,931 | $1,922+0.5% | $2,689-28.2% | $2,203-12.3% |
| Participant deferral / active EE | $1,931 | $2,400-19.5% | $3,162-38.9% | $3,192-39.5% |
| Admin fee / account holder | $3,090 | $2,819+9.6% | $3,356-7.9% | $4,297-28.1% |