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 | $54,216 | $77,638-30.2% | $156,551-65.4% | $62,881-13.8% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 12.70% | 50.33%-37.6pp | 32.23%-19.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $1,662 | $3,444-51.7% | $5,501-69.8% | $2,281-27.1% |
| Participant deferral / active EE | $2,321 | $3,046-23.8% | $4,871-52.4% | $3,203-27.5% |
| Admin fee / account holder | $9,265 | $5,561+66.6% | $13,028-28.9% | $4,296+115.7% |