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 | $41,874 | $49,249-15.0% | $70,476-40.6% | $79,852-47.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.22% | 30.09%-19.9pp | 109.12%-98.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $2,176 | $2,100+3.6% | $2,738-20.5% | $2,471-11.9% |
| Participant deferral / active EE | $4,061 | $2,769+46.7% | $3,710+9.5% | $3,740+8.6% |
| Admin fee / account holder | $4,895 | $2,878+70.1% | $3,847+27.2% | $5,306-7.7% |