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 | $48,600 | $58,512-16.9% | $84,020-42.2% | $72,983-33.4% |
| Participation rate | 76.8% | 61.2%+15.6pp | 69.0%+7.8pp | 69.5%+7.3pp |
| Annual return | 20.16% | 28.93%-8.8pp | 71.31%-51.1pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,735 | $1,163+49.2% | $1,984-12.5% | $2,440-28.9% |
| Participant deferral / active EE | $3,172 | $2,394+32.5% | $3,239-2.1% | $3,608-12.1% |
| Admin fee / account holder | $2,429 | $4,569-46.8% | $6,101-60.2% | $5,124-52.6% |