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 | $43,810 | $77,638-43.6% | $156,551-72.0% | $62,881-30.3% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 5.80% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,533 | $3,444-55.5% | $5,501-72.1% | $2,281-32.8% |
| Participant deferral / active EE | $3,885 | $3,046+27.6% | $4,871-20.2% | $3,203+21.3% |
| Admin fee / account holder | $1,731 | $5,561-68.9% | $13,028-86.7% | $4,296-59.7% |