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 | $56,501 | $108,825-48.1% | $156,181-63.8% | $82,448-31.5% |
| Participation rate | 98.0% | 72.4%+25.6pp | 78.8%+19.2pp | 68.1%+29.9pp |
| Annual return | 15.29% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,760 | $2,870-3.8% | $4,294-35.7% | $2,551+8.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,348 | $9,341+42.9% | $14,586-8.5% | $7,234+84.5% |