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 | $39,363 | $58,311-32.5% | $81,882-51.9% | $80,959-51.4% |
| Participation rate | 90.9% | 63.5%+27.4pp | 72.4%+18.5pp | 67.7%+23.2pp |
| Annual return | 13.65% | 41.85%-28.2pp | 779.47%-765.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,452 | $2,347-38.1% | $2,916-50.2% | $2,757-47.3% |
| Participant deferral / active EE | $3,742 | $3,287+13.8% | $4,323-13.5% | $4,300-13.0% |
| Admin fee / account holder | $995 | $4,752-79.1% | $7,360-86.5% | $6,925-85.6% |