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 | $39,882 | $48,364-17.5% | $71,796-44.5% | $62,881-36.6% |
| Participation rate | 78.8% | 60.6%+18.2pp | 69.1%+9.7pp | 69.3%+9.5pp |
| Annual return | 6.49% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,061 | $1,042+1.8% | $1,924-44.9% | $2,281-53.5% |
| Participant deferral / active EE | $3,806 | $2,091+82.0% | $2,794+36.2% | $3,203+18.8% |
| Admin fee / account holder | $5,413 | $3,771+43.5% | $4,815+12.4% | $4,296+26.0% |