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 | $41,968 | $108,825-61.4% | $156,181-73.1% | $82,448-49.1% |
| Participation rate | 84.9% | 72.4%+12.6pp | 78.8%+6.1pp | 68.1%+16.9pp |
| Annual return | 15.12% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,321 | $2,870-54.0% | $4,294-69.2% | $2,551-48.2% |
| Participant deferral / active EE | $4,604 | $4,577+0.6% | $6,132-24.9% | $4,139+11.2% |
| Admin fee / account holder | $2,226 | $9,341-76.2% | $14,586-84.7% | $7,234-69.2% |