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 | $48,888 | $102,429-52.3% | $147,096-66.8% | $80,925-39.6% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 13.91% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,271 | $3,716-65.8% | $4,936-74.2% | $2,756-53.9% |
| Participant deferral / active EE | $6,893 | $6,649+3.7% | $8,071-14.6% | $4,299+60.4% |
| Admin fee / account holder | $4,422 | $7,957-44.4% | $13,005-66.0% | $6,940-36.3% |