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 | $42,894 | $77,638-44.8% | $156,551-72.6% | $62,881-31.8% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 18.34% | 50.33%-32.0pp | 32.23%-13.9pp | 20.14%-1.8pp |
| Employer contribution / active EE | $1,161 | $3,444-66.3% | $5,501-78.9% | $2,281-49.1% |
| Participant deferral / active EE | $4,179 | $3,046+37.2% | $4,871-14.2% | $3,203+30.5% |
| Admin fee / account holder | $14,958 | $5,561+169.0% | $13,028+14.8% | $4,296+248.2% |