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 | $42,943 | $100,003-57.1% | $146,685-70.7% | $85,856-50.0% |
| Participation rate | 86.7% | 73.1%+13.6pp | 80.1%+6.6pp | 69.3%+17.3pp |
| Annual return | 15.74% | 18.93%-3.2pp | 22.75%-7.0pp | 318.58%-302.8pp |
| Employer contribution / active EE | $1,903 | $2,559-25.6% | $4,137-54.0% | $2,565-25.8% |
| Participant deferral / active EE | $3,376 | $4,006-15.7% | $5,507-38.7% | $3,952-14.6% |
| Admin fee / account holder | $1,771 | $7,704-77.0% | $10,281-82.8% | $6,261-71.7% |