Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,096 | $39,195-23.2% | $98,775-69.5% | $79,391-62.1% |
| Participation rate | 73.8% | 59.8%+14.0pp | 65.7%+8.1pp | 70.7%+3.1pp |
| Annual return | 11.98% | 19.95%-8.0pp | 49.92%-37.9pp | 116.88%-104.9pp |
| Employer contribution / active EE | $1,786 | $1,334+33.8% | $2,067-13.6% | $2,428-26.4% |
| Participant deferral / active EE | $3,135 | $2,333+34.4% | $3,035+3.3% | $4,046-22.5% |
| Admin fee / account holder | $1,529 | $365+318.9% | $4,076-62.5% | $627+144.0% |