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 | $44,363 | $53,127-16.5% | $86,597-48.8% | $70,131-36.7% |
| Participation rate | 75.6% | 65.3%+10.3pp | 73.5%+2.1pp | 69.5%+6.1pp |
| Annual return | 13.24% | 27.66%-14.4pp | 964.96%-951.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,138 | $2,068+3.4% | $2,840-24.7% | $2,342-8.7% |
| Participant deferral / active EE | $3,062 | $2,696+13.6% | $3,609-15.1% | $3,332-8.1% |
| Admin fee / account holder | $2,400 | $3,585-33.1% | $4,906-51.1% | $4,645-48.3% |