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 | $30,069 | $49,255-39.0% | $70,494-57.3% | $79,856-62.3% |
| Participation rate | 70.9% | 69.2%+1.8pp | 75.1%-4.1pp | 69.6%+1.3pp |
| Annual return | 14.41% | 30.10%-15.7pp | 109.16%-94.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,116 | $2,100-46.9% | $2,738-59.2% | $2,471-54.8% |
| Participant deferral / active EE | $1,964 | $2,768-29.1% | $3,711-47.1% | $3,741-47.5% |
| Admin fee / account holder | $4,180 | $2,879+45.2% | $3,848+8.6% | $5,306-21.2% |