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 | $54,182 | $87,166-37.8% | $76,735-29.4% | $137,256-60.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | 13.36% | 26.50%-13.1pp | 29.77%-16.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,756 | $2,904-39.5% | $2,454-28.4% | $4,156-57.7% |
| Participant deferral / active EE | $4,724 | $4,726-0.1% | $4,088+15.5% | $6,407-26.3% |
| Admin fee / account holder | $916 | $8,403-89.1% | $7,189-87.3% | $12,270-92.5% |