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 | $48,233 | $89,370-46.0% | $141,197-65.8% | $72,976-33.9% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 19.60% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,631 | $3,115-47.6% | $4,736-65.6% | $2,440-33.2% |
| Participant deferral / active EE | $2,883 | $5,419-46.8% | $6,710-57.0% | $3,608-20.1% |
| Admin fee / account holder | $1,280 | $5,957-78.5% | $10,265-87.5% | $5,124-75.0% |