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 | $58,020 | $81,276-28.6% | $155,574-62.7% | $80,925-28.3% |
| Participation rate | 78.2% | 66.2%+11.9pp | 78.2%0pp | 67.7%+10.5pp |
| Annual return | 12.64% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,053 | $3,103-66.1% | $4,676-77.5% | $2,756-61.8% |
| Participant deferral / active EE | $2,738 | $3,453-20.7% | $5,629-51.4% | $4,299-36.3% |
| Admin fee / account holder | $7,374 | $7,993-7.8% | $15,914-53.7% | $6,940+6.2% |