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 | $46,628 | $75,832-38.5% | $147,618-68.4% | $59,633-21.8% |
| Participation rate | 78.3% | 71.6%+6.8pp | 84.6%-6.3pp | 68.7%+9.7pp |
| Annual return | -0.91% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,557 | $3,485-55.3% | $5,565-72.0% | $2,203-29.3% |
| Participant deferral / active EE | $3,500 | $3,131+11.8% | $4,895-28.5% | $3,192+9.7% |
| Admin fee / account holder | $1,568 | $5,986-73.8% | $11,612-86.5% | $4,297-63.5% |