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 | $49,036 | $52,678-6.9% | $75,784-35.3% | $59,633-17.8% |
| Participation rate | 78.3% | 67.2%+11.1pp | 75.8%+2.5pp | 68.7%+9.7pp |
| Annual return | 0.45% | 2.95%-2.5pp | 9.68%-9.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $3,183 | $2,193+45.1% | $3,323-4.2% | $2,203+44.5% |
| Participant deferral / active EE | $7,168 | $2,591+176.7% | $3,652+96.3% | $3,192+124.6% |
| Admin fee / account holder | $1,741 | $3,610-51.8% | $5,300-67.2% | $4,297-59.5% |