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 | $42,151 | $48,011-12.2% | $63,803-33.9% | $82,637-49.0% |
| Participation rate | 85.7% | 66.6%+19.1pp | 72.7%+13.0pp | 68.1%+17.7pp |
| Annual return | 14.00% | 19.84%-5.8pp | 543.72%-529.7pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,704 | $1,904+42.1% | $2,532+6.8% | $2,552+6.0% |
| Participant deferral / active EE | $4,379 | $2,846+53.8% | $3,843+13.9% | $4,126+6.1% |
| Admin fee / account holder | $3,746 | $3,873-3.3% | $5,196-27.9% | $7,339-49.0% |