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 | $52,405 | $92,041-43.1% | $299,830-82.5% | $94,015-44.3% |
| Participation rate | 94.9% | 71.4%+23.5pp | 78.5%+16.4pp | 70.8%+24.1pp |
| Annual return | 10.66% | 15.24%-4.6pp | 10.58%+0.1pp | 17.84%-7.2pp |
| Employer contribution / active EE | $2,659 | $2,506+6.1% | $5,842-54.5% | $2,790-4.7% |
| Participant deferral / active EE | $0 | $4,287-100.0% | $7,038-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,137 | $8,997-76.2% | $50,982-95.8% | $8,951-76.1% |