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 | $49,808 | $93,598-46.8% | $135,974-63.4% | $75,173-33.7% |
| Participation rate | 82.0% | 75.2%+6.8pp | 81.9%0pp | 67.2%+14.8pp |
| Annual return | 19.00% | 30.89%-11.9pp | 68.30%-49.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $3,295 | $3,538-6.9% | $4,859-32.2% | $2,671+23.4% |
| Participant deferral / active EE | $10,270 | $6,405+60.3% | $7,760+32.4% | $4,126+148.9% |
| Admin fee / account holder | $9,341 | $6,978+33.9% | $10,767-13.2% | $5,651+65.3% |