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 | $36,882 | $65,395-43.6% | $182,540-79.8% | $72,975-49.5% |
| Participation rate | 72.2% | 65.4%+6.8pp | 78.0%-5.8pp | 69.5%+2.7pp |
| Annual return | 24.85% | 27.68%-2.8pp | 148.58%-123.7pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,223 | $1,911-36.0% | $4,076-70.0% | $2,440-49.9% |
| Participant deferral / active EE | $2,684 | $3,563-24.7% | $5,525-51.4% | $3,608-25.6% |
| Admin fee / account holder | $863 | $4,245-79.7% | $8,593-90.0% | $5,124-83.2% |