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 | $27,260 | $51,638-47.2% | $68,368-60.1% | $82,448-66.9% |
| Participation rate | 92.2% | 63.6%+28.5pp | 73.8%+18.4pp | 68.1%+24.1pp |
| Annual return | 18.52% | 37.53%-19.0pp | 292.57%-274.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,181 | $2,047+6.6% | $2,649-17.6% | $2,551-14.5% |
| Participant deferral / active EE | $4,115 | $2,914+41.2% | $4,123-0.2% | $4,139-0.6% |
| Admin fee / account holder | $3,987 | $4,643-14.1% | $5,150-22.6% | $7,234-44.9% |