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 | $44,087 | $67,411-34.6% | $91,004-51.6% | $70,126-37.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 15.59% | -40.16%+55.8pp | 4.60%+11.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,197 | $1,786+23.0% | $2,456-10.5% | $2,343-6.2% |
| Participant deferral / active EE | $3,635 | $2,823+28.8% | $3,548+2.5% | $3,332+9.1% |
| Admin fee / account holder | $4,129 | $4,236-2.5% | $5,417-23.8% | $4,645-11.1% |