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 | $41,470 | $77,901-46.8% | $149,717-72.3% | $75,181-44.8% |
| Participation rate | 78.6% | 65.6%+13.0pp | 78.8%-0.2pp | 67.2%+11.4pp |
| Annual return | 14.36% | 31.73%-17.4pp | 134.41%-120.0pp | 160.69%-146.3pp |
| Employer contribution / active EE | $1,059 | $3,137-66.2% | $4,820-78.0% | $2,671-60.3% |
| Participant deferral / active EE | $3,024 | $3,411-11.4% | $5,682-46.8% | $4,126-26.7% |
| Admin fee / account holder | $1,139 | $5,949-80.9% | $13,213-91.4% | $5,650-79.8% |