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 | $51,065 | $77,920-34.5% | $149,723-65.9% | $75,177-32.1% |
| Participation rate | 77.1% | 65.6%+11.6pp | 78.8%-1.6pp | 67.2%+9.9pp |
| Annual return | 19.85% | 31.72%-11.9pp | 134.50%-114.6pp | 160.75%-140.9pp |
| Employer contribution / active EE | $1,369 | $3,138-56.4% | $4,821-71.6% | $2,671-48.7% |
| Participant deferral / active EE | $4,117 | $3,411+20.7% | $5,682-27.6% | $4,126-0.2% |
| Admin fee / account holder | $2,177 | $5,951-63.4% | $13,215-83.5% | $5,651-61.5% |