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 | $43,279 | $99,345-56.4% | $84,753-48.9% | $273,972-84.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 58.86% | 22.93%+35.9pp | 22.78%+36.1pp | 41.46%+17.4pp |
| Employer contribution / active EE | $1,921 | $4,214-54.4% | $3,574-46.3% | $4,869-60.6% |
| Participant deferral / active EE | $4,772 | $4,270+11.8% | $3,712+28.6% | $5,287-9.7% |
| Admin fee / account holder | $592 | $6,645-91.1% | $5,333-88.9% | $10,133-94.2% |