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 | $49,030 | $76,551-36.0% | $123,894-60.4% | $62,881-22.0% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 6.29% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,307 | $2,882-54.7% | $4,617-71.7% | $2,281-42.7% |
| Participant deferral / active EE | $3,556 | $4,840-26.5% | $5,984-40.6% | $3,203+11.0% |
| Admin fee / account holder | $1,475 | $4,826-69.4% | $8,357-82.3% | $4,296-65.7% |