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 | $42,426 | $48,364-12.3% | $71,796-40.9% | $62,881-32.5% |
| Participation rate | 83.6% | 60.6%+23.0pp | 69.1%+14.5pp | 69.3%+14.3pp |
| Annual return | 8.30% | 13.16%-4.9pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $388 | $1,042-62.7% | $1,924-79.8% | $2,281-83.0% |
| Participant deferral / active EE | $1,893 | $2,091-9.5% | $2,794-32.3% | $3,203-40.9% |
| Admin fee / account holder | $2,583 | $3,771-31.5% | $4,815-46.4% | $4,296-39.9% |