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 | $37,216 | $47,479-21.6% | $62,929-40.9% | $82,448-54.9% |
| Participation rate | 97.7% | 66.9%+30.9pp | 73.1%+24.6pp | 68.1%+29.7pp |
| Annual return | 12.58% | 20.34%-7.8pp | 1063.93%-1051.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,416 | $1,885+28.1% | $2,505-3.5% | $2,551-5.3% |
| Participant deferral / active EE | $2,241 | $2,870-21.9% | $3,888-42.4% | $4,139-45.9% |
| Admin fee / account holder | $666 | $3,804-82.5% | $5,065-86.9% | $7,234-90.8% |