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 | $50,406 | $143,969-65.0% | $199,883-74.8% | $82,637-39.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 14.59% | 25.67%-11.1pp | 43.81%-29.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,866 | $4,632-38.1% | $6,261-54.2% | $2,552+12.3% |
| Participant deferral / active EE | $5,311 | $6,937-23.4% | $9,138-41.9% | $4,126+28.7% |
| Admin fee / account holder | $4,162 | $14,597-71.5% | $17,268-75.9% | $7,339-43.3% |