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 | $53,990 | $72,388-25.4% | $111,392-51.5% | $64,173-15.9% |
| Participation rate | 96.7% | 70.5%+26.2pp | 78.9%+17.8pp | 69.6%+27.1pp |
| Annual return | 4.40% | -1.50%+5.9pp | -2.06%+6.5pp | 7.63%-3.2pp |
| Employer contribution / active EE | $1,337 | $3,000-55.4% | $4,328-69.1% | $2,381-43.9% |
| Participant deferral / active EE | $2,913 | $4,241-31.3% | $5,567-47.7% | $3,470-16.1% |
| Admin fee / account holder | $417 | $5,719-92.7% | $12,266-96.6% | $4,887-91.5% |