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 | $46,702 | $107,809-56.7% | $97,032-51.9% | $155,188-69.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 12.13% | 38.06%-25.9pp | 35.38%-23.2pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,502 | $2,911-48.4% | $2,629-42.9% | $4,248-64.6% |
| Participant deferral / active EE | $3,875 | $5,129-24.5% | $4,672-17.1% | $6,531-40.7% |
| Admin fee / account holder | $1,122 | $10,717-89.5% | $9,418-88.1% | $14,480-92.3% |