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 | $52,209 | $80,983-35.5% | $96,544-45.9% | $75,177-30.6% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 24.17% | 27.05%-2.9pp | 25.88%-1.7pp | 160.75%-136.6pp |
| Employer contribution / active EE | $1,267 | $2,282-44.5% | $2,966-57.3% | $2,671-52.6% |
| Participant deferral / active EE | $2,801 | $3,929-28.7% | $4,851-42.3% | $4,126-32.1% |
| Admin fee / account holder | $18,159 | $6,717+170.4% | $8,254+120.0% | $5,651+221.3% |