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 | $47,488 | $81,331-41.6% | $155,534-69.5% | $80,935-41.3% |
| Participation rate | 78.0% | 66.3%+11.8pp | 78.2%-0.2pp | 67.7%+10.4pp |
| Annual return | 10.94% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,309 | $3,105-57.8% | $4,675-72.0% | $2,757-52.5% |
| Participant deferral / active EE | $4,260 | $3,454+23.3% | $5,630-24.3% | $4,299-0.9% |
| Admin fee / account holder | $9,593 | $7,999+19.9% | $15,900-39.7% | $6,924+38.5% |