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 | $57,056 | $91,559-37.7% | $133,978-57.4% | $79,856-28.6% |
| Participation rate | 75.7% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 24.17% | 61.85%-37.7pp | 45.10%-20.9pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,710 | $2,384-28.3% | $3,919-56.4% | $2,471-30.8% |
| Participant deferral / active EE | $3,187 | $3,734-14.7% | $5,047-36.9% | $3,741-14.8% |
| Admin fee / account holder | $1,579 | $6,321-75.0% | $8,930-82.3% | $5,306-70.2% |