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 | $48,248 | $68,880-30.0% | $120,580-60.0% | $80,959-40.4% |
| Participation rate | 72.0% | 61.7%+10.3pp | 72.0%0pp | 67.7%+4.3pp |
| Annual return | 10.99% | 23.68%-12.7pp | 107.48%-96.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,446 | $2,066-30.0% | $3,469-58.3% | $2,757-47.6% |
| Participant deferral / active EE | $1,778 | $3,191-44.3% | $4,995-64.4% | $4,300-58.6% |
| Admin fee / account holder | $1,247 | $5,785-78.4% | $9,418-86.8% | $6,925-82.0% |