Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,659 | $57,140-28.8% | $85,240-52.3% | $80,959-49.8% |
| Participation rate | 90.9% | 56.4%+34.5pp | 67.5%+23.4pp | 67.7%+23.2pp |
| Annual return | 10.79% | 21.71%-10.9pp | 66.75%-56.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,447 | $1,802+35.8% | $2,735-10.5% | $2,757-11.2% |
| Participant deferral / active EE | $4,401 | $3,115+41.3% | $4,527-2.8% | $4,300+2.3% |
| Admin fee / account holder | $2,255 | $4,992-54.8% | $6,165-63.4% | $6,925-67.4% |