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 | $48,455 | $72,404-33.1% | $110,243-56.0% | $64,173-24.5% |
| Participation rate | 70.8% | 73.3%-2.5pp | 79.8%-9.0pp | 69.6%+1.3pp |
| Annual return | 10.84% | -6.29%+17.1pp | 314.76%-303.9pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,416 | $2,282-37.9% | $3,827-63.0% | $2,381-40.5% |
| Participant deferral / active EE | $2,878 | $3,469-17.0% | $4,672-38.4% | $3,470-17.0% |
| Admin fee / account holder | $1,708 | $5,664-69.9% | $8,548-80.0% | $4,887-65.1% |