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 | $44,499 | $65,395-32.0% | $182,558-75.6% | $72,976-39.0% |
| Participation rate | 85.4% | 65.4%+19.9pp | 78.0%+7.4pp | 69.5%+15.9pp |
| Annual return | 27.51% | 27.68%-0.2pp | 148.59%-121.1pp | 81.02%-53.5pp |
| Employer contribution / active EE | $1,955 | $1,911+2.3% | $4,076-52.0% | $2,440-19.9% |
| Participant deferral / active EE | $2,051 | $3,563-42.4% | $5,526-62.9% | $3,608-43.1% |
| Admin fee / account holder | $5,656 | $4,245+33.3% | $8,594-34.2% | $5,124+10.4% |