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 | $24,385 | $47,944-49.1% | $67,834-64.1% | $62,881-61.2% |
| Participation rate | 92.8% | 61.1%+31.7pp | 68.8%+24.0pp | 69.3%+23.4pp |
| Annual return | 10.02% | 11.77%-1.7pp | 138.47%-128.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,355 | $1,562+50.8% | $2,403-2.0% | $2,281+3.3% |
| Participant deferral / active EE | $1,546 | $2,247-31.2% | $3,160-51.1% | $3,203-51.7% |
| Admin fee / account holder | $2,360 | $3,712-36.4% | $4,622-48.9% | $4,296-45.1% |