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 | $48,429 | $108,825-55.5% | $156,181-69.0% | $82,448-41.3% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 14.81% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,969 | $2,870-31.4% | $4,294-54.1% | $2,551-22.8% |
| Participant deferral / active EE | $2,162 | $4,577-52.8% | $6,132-64.7% | $4,139-47.8% |
| Admin fee / account holder | $3,172 | $9,341-66.0% | $14,586-78.3% | $7,234-56.2% |