Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,289 | $86,298-49.8% | $111,308-61.1% | $85,847-49.6% |
| Participation rate | 74.1% | 73.3%+0.8pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 17.71% | 19.99%-2.3pp | 54.67%-37.0pp | 318.61%-300.9pp |
| Employer contribution / active EE | $1,005 | $2,044-50.8% | $2,732-63.2% | $2,565-60.8% |
| Participant deferral / active EE | $2,893 | $3,641-20.5% | $4,487-35.5% | $3,952-26.8% |
| Admin fee / account holder | $3,094 | $8,189-62.2% | $7,965-61.2% | $6,261-50.6% |