Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,745 | $67,411-23.2% | $91,004-43.1% | $70,126-26.2% |
| Participation rate | 94.7% | 71.4%+23.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 13.70% | -40.16%+53.9pp | 4.60%+9.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,458 | $1,786-18.4% | $2,456-40.6% | $2,343-37.8% |
| Participant deferral / active EE | $3,010 | $2,823+6.7% | $3,548-15.1% | $3,332-9.6% |
| Admin fee / account holder | $434 | $4,236-89.8% | $5,417-92.0% | $4,645-90.7% |