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 | $45,881 | $127,387-64.0% | $115,038-60.1% | $125,389-63.4% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 1.36% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,811 | $5,166-64.9% | $4,608-60.7% | $4,866-62.8% |
| Participant deferral / active EE | $5,835 | $6,423-9.2% | $6,026-3.2% | $5,352+9.0% |
| Admin fee / account holder | $25,131 | $9,516+164.1% | $8,175+207.4% | $9,541+163.4% |