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 | $38,389 | $63,314-39.4% | $91,004-57.8% | $62,293-38.4% |
| Participation rate | 97.3% | 73.3%+24.0pp | 75.6%+21.7pp | 69.5%+27.8pp |
| Annual return | 15.17% | 21.00%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,230 | $1,807-32.0% | $2,456-49.9% | $2,042-39.8% |
| Participant deferral / active EE | $3,484 | $2,944+18.4% | $3,548-1.8% | $3,169+9.9% |
| Admin fee / account holder | $2,889 | $468+517.8% | $5,417-46.7% | $479+502.6% |