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 | $41,021 | $110,337-62.8% | $102,383-59.9% | $145,877-71.9% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 15.28% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $5,387 | $4,216+27.8% | $3,870+39.2% | $4,663+15.5% |
| Participant deferral / active EE | $4,647 | $5,621-17.3% | $5,060-8.2% | $6,691-30.5% |
| Admin fee / account holder | $3,245 | $9,750-66.7% | $8,391-61.3% | $13,402-75.8% |