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 | $40,546 | $54,573-25.7% | $90,970-55.4% | $73,493-44.8% |
| Participation rate | 86.1% | 61.2%+24.9pp | 69.0%+17.1pp | 70.7%+15.4pp |
| Annual return | 17.28% | 16.69%+0.6pp | 134.58%-117.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,501 | $991+152.2% | $2,122+17.8% | $2,270+10.2% |
| Participant deferral / active EE | $1,265 | $2,517-49.7% | $3,373-62.5% | $3,740-66.2% |
| Admin fee / account holder | $2,185 | $521+319.0% | $5,960-63.3% | $513+325.8% |