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 | $30,687 | $70,418-56.4% | $96,570-68.2% | $85,847-64.3% |
| Participation rate | 71.2% | 61.8%+9.4pp | 69.8%+1.4pp | 69.3%+1.9pp |
| Annual return | 17.89% | 18.59%-0.7pp | 37.79%-19.9pp | 318.61%-300.7pp |
| Employer contribution / active EE | $1,360 | $1,413-3.8% | $2,357-42.3% | $2,565-47.0% |
| Participant deferral / active EE | $3,203 | $2,894+10.7% | $3,849-16.8% | $3,952-18.9% |
| Admin fee / account holder | $2,033 | $4,995-59.3% | $6,182-67.1% | $6,261-67.5% |