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 | $46,758 | $61,172-23.6% | $185,851-74.8% | $79,389-41.1% |
| Participation rate | 73.9% | 66.6%+7.3pp | 81.7%-7.8pp | 70.7%+3.2pp |
| Annual return | 13.12% | 19.45%-6.3pp | 122.11%-109.0pp | 116.89%-103.8pp |
| Employer contribution / active EE | $1,653 | $2,321-28.8% | $5,168-68.0% | $2,428-31.9% |
| Participant deferral / active EE | $2,175 | $2,788-22.0% | $5,569-60.9% | $4,046-46.2% |
| Admin fee / account holder | $2,421 | $710+241.1% | $16,245-85.1% | $626+286.5% |