Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,704 | $85,060-35.7% | $70,548-22.5% | $139,456-60.8% |
| Participation rate | 70.8% | 73.9%-3.1pp | 68.3%+2.5pp | 80.3%-9.5pp |
| Annual return | 13.29% | 30.38%-17.1pp | 32.78%-19.5pp | 373.45%-360.2pp |
| Employer contribution / active EE | $887 | $3,911-77.3% | $2,975-70.2% | $4,753-81.3% |
| Participant deferral / active EE | $1,572 | $5,890-73.3% | $4,567-65.6% | $6,711-76.6% |
| Admin fee / account holder | $369 | $8,925-95.9% | $6,424-94.3% | $11,407-96.8% |