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 | $45,080 | $67,411-33.1% | $91,004-50.5% | $70,126-35.7% |
| Participation rate | 89.1% | 71.4%+17.7pp | 75.6%+13.5pp | 69.5%+19.6pp |
| Annual return | 17.81% | -40.16%+58.0pp | 4.60%+13.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,649 | $1,786-7.7% | $2,456-32.9% | $2,343-29.6% |
| Participant deferral / active EE | $1,917 | $2,823-32.1% | $3,548-46.0% | $3,332-42.5% |
| Admin fee / account holder | $1,328 | $4,236-68.6% | $5,417-75.5% | $4,645-71.4% |