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 | $44,029 | $71,215-38.2% | $93,696-53.0% | $80,935-45.6% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.7%+19.7pp |
| Annual return | 14.41% | 11.27%+3.1pp | 133.74%-119.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,317 | $1,565-15.8% | $2,422-45.6% | $2,757-52.2% |
| Participant deferral / active EE | $2,394 | $4,037-40.7% | $4,417-45.8% | $4,299-44.3% |
| Admin fee / account holder | $6,417 | $6,958-7.8% | $8,287-22.6% | $6,924-7.3% |