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 | $42,607 | $108,882-60.9% | $96,754-56.0% | $154,746-72.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 21.72% | 98.39%-76.7pp | 82.04%-60.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $576 | $3,018-80.9% | $2,679-78.5% | $4,379-86.9% |
| Participant deferral / active EE | $1,825 | $5,323-65.7% | $4,758-61.7% | $6,730-72.9% |
| Admin fee / account holder | $1,110 | $10,200-89.1% | $8,905-87.5% | $14,365-92.3% |