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 | $56,550 | $102,828-45.0% | $105,387-46.3% | $152,909-63.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 19.83% | 20.85%-1.0pp | 26.82%-7.0pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,908 | $4,473-57.3% | $4,213-54.7% | $4,764-59.9% |
| Participant deferral / active EE | $3,319 | $5,465-39.3% | $5,502-39.7% | $5,851-43.3% |
| Admin fee / account holder | $1,279 | $8,683-85.3% | $6,559-80.5% | $11,601-89.0% |