Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,501 | $93,617-43.9% | $135,982-61.4% | $75,177-30.2% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 18.43% | 30.89%-12.5pp | 68.32%-49.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,822 | $3,538-48.5% | $4,859-62.5% | $2,671-31.8% |
| Participant deferral / active EE | $4,808 | $6,406-24.9% | $7,760-38.0% | $4,126+16.5% |
| Admin fee / account holder | $1,745 | $6,980-75.0% | $10,767-83.8% | $5,651-69.1% |