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 | $31,871 | $40,275-20.9% | $57,356-44.4% | $59,633-46.6% |
| Participation rate | 95.3% | 69.1%+26.2pp | 75.1%+20.3pp | 68.7%+26.7pp |
| Annual return | 2.09% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $1,950 | $1,921+1.5% | $2,689-27.5% | $2,203-11.5% |
| Participant deferral / active EE | $1,097 | $2,400-54.3% | $3,162-65.3% | $3,192-65.6% |
| Admin fee / account holder | $1,368 | $2,820-51.5% | $3,357-59.3% | $4,297-68.2% |