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 | $48,747 | $65,034-25.0% | $90,970-46.4% | $79,856-39.0% |
| Participation rate | 74.0% | 61.6%+12.4pp | 69.0%+5.0pp | 69.6%+4.4pp |
| Annual return | 15.21% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,434 | $1,247+95.1% | $2,122+14.7% | $2,471-1.5% |
| Participant deferral / active EE | $4,108 | $2,512+63.5% | $3,373+21.8% | $3,741+9.8% |
| Admin fee / account holder | $1,999 | $4,536-55.9% | $5,961-66.5% | $5,306-62.3% |