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 | $48,514 | $57,976-16.3% | $63,018-23.0% | $62,293-22.1% |
| Participation rate | 70.2% | 75.9%-5.7pp | 74.8%-4.6pp | 69.5%+0.7pp |
| Annual return | 15.15% | 17.54%-2.4pp | 87.62%-72.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,430 | $2,415-40.8% | $2,761-48.2% | $2,042-30.0% |
| Participant deferral / active EE | $2,310 | $2,956-21.8% | $3,330-30.6% | $3,169-27.1% |
| Admin fee / account holder | $993 | $276+260.1% | $3,601-72.4% | $479+107.2% |