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 | $48,629 | $90,504-46.3% | $78,690-38.2% | $273,965-82.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 6.52% | 75.61%-69.1pp | 62.18%-55.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,112 | $3,176-65.0% | $2,851-61.0% | $4,869-77.2% |
| Participant deferral / active EE | $6,576 | $3,901+68.6% | $3,517+87.0% | $5,287+24.4% |
| Admin fee / account holder | $738 | $5,263-86.0% | $4,511-83.6% | $10,132-92.7% |