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 | $56,994 | $89,367-36.2% | $141,191-59.6% | $72,975-21.9% |
| Participation rate | 84.4% | 75.1%+9.2pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 30.54% | 111.87%-81.3pp | 71.41%-40.9pp | 81.01%-50.5pp |
| Employer contribution / active EE | $1,190 | $3,115-61.8% | $4,736-74.9% | $2,440-51.2% |
| Participant deferral / active EE | $5,336 | $5,419-1.5% | $6,710-20.5% | $3,608+47.9% |
| Admin fee / account holder | $962 | $5,957-83.8% | $10,264-90.6% | $5,124-81.2% |