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 | $38,923 | $72,486-46.3% | $87,103-55.3% | $72,976-46.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 20.60% | 24.46%-3.9pp | 28.19%-7.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $989 | $1,894-47.8% | $2,521-60.8% | $2,440-59.5% |
| Participant deferral / active EE | $2,227 | $3,270-31.9% | $4,049-45.0% | $3,608-38.3% |
| Admin fee / account holder | $1,159 | $5,055-77.1% | $7,491-84.5% | $5,124-77.4% |