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 | $36,296 | $101,795-64.3% | $165,100-78.0% | $80,959-55.2% |
| Participation rate | 81.9% | 71.8%+10.1pp | 78.6%+3.3pp | 67.7%+14.3pp |
| Annual return | 14.07% | 16.73%-2.7pp | 70.21%-56.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,062 | $2,954-64.1% | $4,348-75.6% | $2,757-61.5% |
| Participant deferral / active EE | $3,647 | $4,476-18.5% | $6,035-39.6% | $4,300-15.2% |
| Admin fee / account holder | $2,987 | $8,221-63.7% | $12,696-76.5% | $6,925-56.9% |