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 | $42,368 | $35,183+20.4% | $73,545-42.4% | $70,124-39.6% |
| Participation rate | 87.7% | 42.9%+44.8pp | 54.9%+32.8pp | 69.5%+18.2pp |
| Annual return | 18.53% | 26.90%-8.4pp | -15.16%+33.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $354 | $709-50.1% | $1,219-71.0% | $2,342-84.9% |
| Participant deferral / active EE | $3,035 | $1,220+148.8% | $1,806+68.1% | $3,332-8.9% |
| Admin fee / account holder | $348 | $2,302-84.9% | $2,320-85.0% | $4,645-92.5% |