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 | $53,184 | $47,969+10.9% | $85,969-38.1% | $52,331+1.6% |
| Participation rate | 92.8% | 61.7%+31.1pp | 76.5%+16.3pp | 68.1%+24.7pp |
| Annual return | 0.25% | -0.13%+0.4pp | 9.32%-9.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,898 | $1,460+98.5% | $3,474-16.6% | $1,882+54.0% |
| Participant deferral / active EE | $4,600 | $2,110+118.0% | $3,829+20.1% | $3,022+52.2% |
| Admin fee / account holder | $5,702 | $530+976.1% | $6,053-5.8% | $592+863.8% |