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 | $47,154 | $77,920-39.5% | $149,723-68.5% | $75,177-37.3% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.8%+19.2pp | 67.2%+30.8pp |
| Annual return | 24.02% | 31.72%-7.7pp | 134.50%-110.5pp | 160.75%-136.7pp |
| Employer contribution / active EE | $1,708 | $3,138-45.6% | $4,821-64.6% | $2,671-36.1% |
| Participant deferral / active EE | $4,623 | $3,411+35.5% | $5,682-18.6% | $4,126+12.0% |
| Admin fee / account holder | $9,307 | $5,951+56.4% | $13,215-29.6% | $5,651+64.7% |